+182.7%
SW vs IOVA
+34.0%
+148.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.8% | -1.0% |
| 7D | +2.3% | -5.2% | +7.5% | +2.4% |
| 30D | +6.8% | -37.8% | +44.6% | +7.7% |
| 3M | -5.2% | +29.5% | -34.7% | -6.8% |
| 6M | +7.4% | +96.6% | -89.2% | +3.7% |
| YTD | +17.4% | +194.5% | -177.1% | +11.3% |
| 1Y | +27.1% | +248.1% | -221.0% | +19.6% |
| 3Y | +47.9% | +86.1% | -38.2% | +38.9% |
| 5Y | -2.6% | -67.8% | +65.3% | -7.1% |
| All | +182.7% | +34.0% | +148.7% | +168.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling