+242.0%
IOVA vs MDY
+13.9%
+228.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.5% |
| 7D | -6.4% | -2.5% | -3.9% | -3.9% |
| 30D | +25.4% | -5.0% | +30.5% | +32.1% |
| 3M | +115.3% | +0.5% | +114.9% | +111.1% |
| 6M | +56.5% | +8.0% | +48.5% | +42.2% |
| YTD | +198.2% | +12.2% | +186.0% | +155.9% |
| 1Y | +242.0% | +14.0% | +228.0% | +192.0% |
| All | +242.0% | +13.9% | +228.1% | +192.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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