+35.0%
IOVA vs MKTX
-25.2%
+60.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | -6.4% | -0.2% | -6.3% | -6.4% |
| 30D | +25.4% | +0.8% | +24.6% | +25.3% |
| 3M | +115.3% | +41.1% | +74.2% | +107.2% |
| 6M | +56.5% | -9.5% | +66.1% | +59.7% |
| YTD | +198.2% | -8.7% | +206.9% | +202.8% |
| 1Y | +242.0% | -10.0% | +252.0% | +246.4% |
| All | +35.0% | -25.2% | +60.2% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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