+151.5%
SPMO vs IOVA
-64.1%
+215.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | 0.0% |
| 7D | +2.7% | -2.2% | +4.9% | +2.8% |
| 30D | +1.1% | +31.7% | -30.6% | -0.3% |
| 3M | +2.0% | +117.3% | -115.2% | -2.4% |
| 6M | +26.5% | +55.8% | -29.3% | +22.5% |
| YTD | +26.5% | +208.8% | -182.3% | +17.8% |
| 1Y | +27.9% | +255.7% | -227.8% | +17.7% |
| 3Y | +160.4% | +41.7% | +118.7% | +138.9% |
| 5Y | +151.5% | -64.9% | +216.4% | +138.7% |
| All | +151.5% | -64.1% | +215.6% | +138.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IOVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling