-60.4%
IOVA vs MNDY
-78.9%
+18.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.4% |
| 7D | -3.5% | -11.3% | +7.8% | -0.9% |
| 30D | -45.4% | -10.8% | -34.6% | -43.9% |
| 3M | +19.0% | -17.3% | +36.3% | +22.8% |
| 6M | +112.0% | +15.2% | +96.8% | +95.8% |
| YTD | +184.2% | -47.1% | +231.4% | +216.9% |
| 1Y | +222.0% | -51.4% | +273.4% | +266.5% |
| 3Y | +92.6% | -49.6% | +142.2% | +97.5% |
| All | -60.4% | -78.9% | +18.5% | -51.5% |
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