+205.9%
MCD vs IOVA
+7.2%
+198.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.6% |
| 7D | -1.9% | -7.0% | +5.1% | -1.7% |
| 30D | +16.6% | -44.4% | +61.1% | +18.3% |
| 3M | +0.9% | +24.7% | -23.7% | -0.7% |
| 6M | +1.5% | +118.6% | -117.2% | -2.7% |
| YTD | -8.3% | +196.3% | -204.7% | -13.6% |
| 1Y | -8.1% | +205.3% | -213.4% | -13.7% |
| 3Y | +10.3% | +103.8% | -93.5% | +0.3% |
| 5Y | +23.4% | -65.6% | +89.0% | +18.9% |
| 10Y | +205.9% | +6.4% | +199.5% | +186.2% |
| All | +205.9% | +7.2% | +198.8% | +186.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling