+178.1%
MCD vs IOVA
+9.2%
+168.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.6% | -1.6% |
| 7D | -2.8% | +9.7% | -12.6% | -3.1% |
| 30D | -6.0% | +102.5% | -108.6% | -8.6% |
| 3M | -5.6% | +100.7% | -106.3% | -8.4% |
| 6M | -21.9% | +106.3% | -128.2% | -24.6% |
| YTD | -14.7% | +222.0% | -236.7% | -19.3% |
| 1Y | -17.3% | +299.5% | -316.8% | -22.7% |
| 3Y | -2.2% | +42.9% | -45.1% | -9.0% |
| 5Y | +20.3% | -65.0% | +85.3% | +16.7% |
| All | +178.1% | +9.2% | +168.9% | +160.4% |
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