+46.2%
IOVA vs MDY
+51.1%
-4.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | +0.1% |
| 7D | +5.1% | +1.0% | +4.0% | +3.2% |
| 30D | +37.2% | -3.1% | +40.4% | +44.7% |
| 3M | +117.5% | +1.8% | +115.7% | +107.8% |
| 6M | +69.6% | +10.8% | +58.8% | +39.7% |
| YTD | +218.7% | +14.4% | +204.2% | +142.2% |
| 1Y | +265.5% | +15.2% | +250.3% | +174.6% |
| 3Y | +46.2% | +51.2% | -5.0% | -46.5% |
| All | +46.2% | +51.1% | -4.8% | -46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling