+46.2%
IOVA vs MTB
+118.5%
-72.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.6% |
| 7D | +5.1% | +2.8% | +2.3% | +3.2% |
| 30D | +37.2% | -4.2% | +41.4% | +40.4% |
| 3M | +117.5% | +7.8% | +109.7% | +103.2% |
| 6M | +69.6% | +14.8% | +54.8% | +52.5% |
| YTD | +218.7% | +20.8% | +197.9% | +170.0% |
| 1Y | +265.5% | +23.1% | +242.4% | +203.6% |
| 3Y | +46.2% | +114.8% | -68.6% | -28.8% |
| All | +46.2% | +118.5% | -72.3% | -28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling