+573.2%
SPMO vs IOVA
+37.1%
+536.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.5% | +1.5% |
| 7D | +2.0% | +9.7% | -7.7% | +1.4% |
| 30D | -0.4% | +102.5% | -102.9% | -5.5% |
| 3M | -1.9% | +100.7% | -102.6% | -7.3% |
| 6M | +25.0% | +106.3% | -81.3% | +17.1% |
| YTD | +26.0% | +222.0% | -196.0% | +13.9% |
| 1Y | +28.7% | +299.5% | -270.9% | +13.6% |
| 3Y | +160.9% | +42.9% | +118.0% | +130.9% |
| 5Y | +147.9% | -65.0% | +212.9% | +132.4% |
| 10Y | +518.9% | +10.3% | +508.6% | +432.9% |
| All | +573.2% | +37.1% | +536.1% | +481.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling