+27.1%
SW vs IOVA
+323.0%
-295.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -11.0% | +9.5% | -1.7% |
| 7D | +4.7% | -19.0% | +23.7% | +4.2% |
| 30D | +5.0% | -40.3% | +45.3% | +3.9% |
| 3M | -7.3% | +78.3% | -85.7% | -7.4% |
| 6M | +15.0% | +94.5% | -79.5% | +14.5% |
| YTD | +18.5% | +183.5% | -165.0% | +22.3% |
| 1Y | +27.1% | +327.6% | -300.5% | +29.6% |
| All | +27.1% | +323.0% | -295.8% | +29.6% |
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 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