-2.2%
MA vs IOVA
+299.5%
-301.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.1% |
| 7D | -2.7% | +9.7% | -12.4% | -2.8% |
| 30D | +1.5% | +102.5% | -101.0% | +0.6% |
| 3M | +20.4% | +100.7% | -80.3% | +19.2% |
| 6M | +11.1% | +106.3% | -95.2% | +9.8% |
| YTD | +2.0% | +222.0% | -220.0% | -0.2% |
| 1Y | -2.2% | +299.5% | -301.7% | -4.3% |
| All | -2.2% | +299.5% | -301.7% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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