+86.2%
SU vs IOVA
+362.8%
-276.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -4.5% |
| 7D | -7.1% | -41.3% | +34.2% | -8.0% |
| 30D | +4.8% | -38.5% | +43.3% | +3.9% |
| 3M | +12.5% | +99.5% | -87.0% | +14.4% |
| 6M | +6.5% | +126.0% | -119.5% | +8.7% |
| YTD | +65.8% | +218.7% | -152.9% | +66.7% |
| 1Y | +86.2% | +378.0% | -291.9% | +81.1% |
| All | +86.2% | +362.8% | -276.6% | +81.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling