+255.4%
IOVA vs MNDY
-54.1%
+309.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.0% | +3.7% | +5.7% |
| 7D | -2.2% | -4.6% | +2.5% | -2.3% |
| 30D | +27.6% | +1.0% | +26.6% | +27.8% |
| 3M | +117.2% | +9.1% | +108.0% | +117.0% |
| 6M | +77.7% | +14.2% | +63.5% | +78.9% |
| YTD | +215.0% | -41.1% | +256.2% | +186.2% |
| 1Y | +255.4% | -54.7% | +310.1% | +205.1% |
| All | +255.4% | -54.1% | +309.5% | +205.1% |
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