-92.9%
IOVA vs MDY
+444.8%
-537.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -3.5% | +2.3% | -5.7% | -5.9% |
| 30D | -45.4% | +2.0% | -47.4% | -46.7% |
| 3M | +19.0% | -5.6% | +24.7% | +26.6% |
| 6M | +112.0% | +1.3% | +110.7% | +107.5% |
| YTD | +184.2% | +12.3% | +171.9% | +147.2% |
| 1Y | +222.0% | +15.8% | +206.2% | +170.6% |
| 3Y | +92.6% | +56.5% | +36.1% | +26.0% |
| 5Y | -63.2% | +35.1% | -98.3% | -72.0% |
| 10Y | +2.1% | +167.4% | -165.3% | -58.8% |
| All | -92.9% | +444.8% | -537.8% | -97.9% |
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 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