-64.9%
IOVA vs MDY
+45.8%
-110.7%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -1.5% |
| 7D | -2.2% | -0.8% | -1.4% | -1.0% |
| 30D | +31.7% | -3.9% | +35.6% | +39.4% |
| 3M | +117.3% | 0.0% | +117.3% | +115.8% |
| 6M | +55.8% | +8.5% | +47.3% | +37.5% |
| YTD | +208.8% | +13.2% | +195.6% | +152.7% |
| 1Y | +255.7% | +15.0% | +240.7% | +184.9% |
| 3Y | +41.7% | +49.6% | -7.9% | -15.9% |
| 5Y | -64.9% | +46.0% | -110.9% | -78.9% |
| All | -64.9% | +45.8% | -110.7% | -78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling