-64.8%
IOVA vs MNDY
-50.8%
-14.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.0% | -8.4% | -4.5% |
| 7D | -6.4% | -12.5% | +6.1% | -3.8% |
| 30D | +25.4% | -2.6% | +28.1% | +25.1% |
| 3M | +115.3% | +4.2% | +111.1% | +108.4% |
| 6M | +56.5% | +9.8% | +46.8% | +47.2% |
| YTD | +198.2% | -42.3% | +240.4% | +225.6% |
| 1Y | +242.0% | -54.5% | +296.6% | +290.1% |
| 3Y | +36.8% | -50.3% | +87.1% | +42.9% |
| 5Y | -64.3% | -77.1% | +12.9% | -61.8% |
| All | -64.8% | -50.8% | -14.0% | -66.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling