+1,491.7%
MCK vs IOVA
-92.2%
+1,584.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -1.2% |
| 7D | -4.4% | -6.4% | +2.0% | -4.4% |
| 30D | -2.2% | +25.4% | -27.6% | -2.4% |
| 3M | +11.6% | +115.3% | -103.8% | +10.9% |
| 6M | -4.9% | +56.5% | -61.5% | -5.4% |
| YTD | +7.7% | +198.2% | -190.5% | +6.6% |
| 1Y | +25.2% | +242.0% | -216.8% | +23.8% |
| 3Y | +112.1% | +36.8% | +75.3% | +109.4% |
| 5Y | +345.8% | -64.3% | +410.1% | +342.3% |
| 10Y | +439.7% | +2.6% | +437.1% | +431.7% |
| All | +1,491.7% | -92.2% | +1,584.0% | +1,501.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling