-64.9%
IOVA vs MNDY
-78.9%
+14.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.4% |
| 7D | -2.2% | -14.1% | +11.9% | +1.2% |
| 30D | +31.7% | -8.5% | +40.2% | +33.4% |
| 3M | +117.3% | -2.5% | +119.8% | +113.5% |
| 6M | +55.8% | +0.1% | +55.8% | +49.6% |
| YTD | +208.8% | -45.0% | +253.8% | +243.1% |
| 1Y | +255.7% | -58.1% | +313.8% | +317.8% |
| 3Y | +41.7% | -52.6% | +94.3% | +49.2% |
| 5Y | -64.9% | -79.3% | +14.4% | -59.4% |
| All | -64.9% | -78.9% | +14.0% | -59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling