+255.7%
IOVA vs MTB
+22.9%
+232.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | -2.2% | +1.1% | -3.3% | -2.3% |
| 30D | +31.7% | -4.6% | +36.3% | +32.3% |
| 3M | +117.3% | +6.3% | +111.0% | +110.3% |
| 6M | +55.8% | +15.6% | +40.2% | +48.6% |
| YTD | +208.8% | +20.6% | +188.2% | +187.8% |
| 1Y | +255.7% | +22.5% | +233.2% | +208.4% |
| All | +255.7% | +22.9% | +232.8% | +208.4% |
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