+378.0%
IOVA vs MNDY
-51.7%
+429.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.4% | -4.9% | -1.4% |
| 7D | -41.3% | -1.0% | -40.2% | -41.3% |
| 30D | -38.5% | +17.1% | -55.6% | -38.0% |
| 3M | +99.5% | +3.2% | +96.3% | +101.4% |
| 6M | +126.0% | +25.2% | +100.8% | +127.7% |
| YTD | +218.7% | -34.4% | +253.1% | +184.5% |
| 1Y | +378.0% | -49.8% | +427.8% | +276.0% |
| All | +378.0% | -51.7% | +429.7% | +276.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 1y: compounded portfolio wealth divided by compounded MNDY 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…
1y analysis · Full analysis span regression · 6 months rolling