-62.0%
IOVA vs MNDY
-47.4%
-14.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.4% | +7.5% | +2.5% |
| 7D | +9.7% | -9.6% | +19.3% | +12.1% |
| 30D | +102.5% | -0.4% | +103.0% | +100.6% |
| 3M | +100.7% | +4.3% | +96.4% | +94.9% |
| 6M | +106.3% | +19.8% | +86.6% | +90.6% |
| YTD | +222.0% | -38.3% | +260.3% | +246.9% |
| 1Y | +299.5% | -50.1% | +349.6% | +346.3% |
| 3Y | +42.9% | -48.4% | +91.4% | +48.4% |
| 5Y | -65.0% | -76.0% | +11.0% | -63.0% |
| All | -62.0% | -47.4% | -14.6% | -64.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling