+378.0%
IOVA vs MTB
+27.0%
+351.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.6% | -1.2% |
| 7D | -41.3% | +2.0% | -43.3% | -40.8% |
| 30D | -38.5% | +2.9% | -41.4% | -38.0% |
| 3M | +99.5% | -10.7% | +110.2% | +101.3% |
| 6M | +126.0% | +6.3% | +119.6% | +116.5% |
| YTD | +218.7% | +13.8% | +204.9% | +199.8% |
| 1Y | +378.0% | +27.7% | +350.3% | +370.8% |
| All | +378.0% | +27.0% | +351.1% | +370.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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