-92.0%
IOVA vs MDY
+458.7%
-550.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +0.9% |
| 7D | +9.7% | +0.1% | +9.6% | +9.5% |
| 30D | +102.5% | -1.5% | +104.0% | +105.4% |
| 3M | +100.7% | +0.8% | +99.9% | +98.0% |
| 6M | +106.3% | +7.4% | +98.9% | +89.8% |
| YTD | +222.0% | +15.2% | +206.8% | +172.8% |
| 1Y | +299.5% | +16.5% | +283.0% | +235.5% |
| 3Y | +42.9% | +46.8% | -3.9% | +0.1% |
| 5Y | -65.0% | +46.0% | -111.0% | -75.3% |
| 10Y | +10.3% | +172.1% | -161.8% | -56.2% |
| All | -92.0% | +458.7% | -550.7% | -97.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling