+28.1%
SW vs IOVA
+362.8%
-334.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.5% | +4.0% |
| 7D | +12.1% | -41.3% | +53.3% | +11.0% |
| 30D | +6.6% | -38.5% | +45.1% | +5.6% |
| 3M | -6.0% | +99.5% | -105.6% | -5.9% |
| 6M | +21.5% | +126.0% | -104.5% | +21.3% |
| YTD | +20.3% | +218.7% | -198.4% | +24.4% |
| 1Y | +28.1% | +378.0% | -349.9% | +30.8% |
| All | +28.1% | +362.8% | -334.6% | +30.8% |
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