-64.3%
IOVA vs MKTX
-60.6%
-3.7%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +25.2% |
| 3M | +115.3% | +41.1% | +74.2% | +97.1% |
| 6M | +56.5% | -9.5% | +66.1% | +60.1% |
| YTD | +198.2% | -8.7% | +206.9% | +203.0% |
| 1Y | +242.0% | -10.0% | +252.0% | +248.7% |
| 3Y | +36.8% | -24.6% | +61.4% | +40.6% |
| 5Y | -64.3% | -60.3% | -4.0% | -58.3% |
| All | -64.3% | -60.6% | -3.7% | -58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling