-7.7%
MDB vs IOVA
+362.8%
-370.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -2.0% |
| 7D | -16.5% | -41.3% | +24.7% | -15.9% |
| 30D | -8.6% | -38.5% | +29.9% | -7.9% |
| 3M | -13.6% | +99.5% | -113.1% | -12.7% |
| 6M | +24.1% | +126.0% | -101.9% | +23.7% |
| YTD | -21.8% | +218.7% | -240.4% | -26.4% |
| 1Y | -7.7% | +378.0% | -385.7% | -14.0% |
| All | -7.7% | +362.8% | -370.5% | -14.0% |
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