+6.3%
IOVA vs MTB
+172.8%
-166.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -2.2% | +1.1% | -3.3% | -2.6% |
| 30D | +31.7% | -4.6% | +36.3% | +33.6% |
| 3M | +117.3% | +6.3% | +111.0% | +111.2% |
| 6M | +55.8% | +15.6% | +40.2% | +47.4% |
| YTD | +208.8% | +20.6% | +188.2% | +185.2% |
| 1Y | +255.7% | +22.5% | +233.2% | +225.8% |
| 3Y | +41.7% | +114.4% | -72.7% | +7.7% |
| 5Y | -64.9% | +101.9% | -166.8% | -73.4% |
| 10Y | +6.3% | +170.4% | -164.1% | -43.6% |
| All | +6.3% | +172.8% | -166.5% | -43.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling