-1.6%
MDLN vs IOVA
+285.0%
-286.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -1.5% | +19.8% | +18.4% |
| 7D | +24.7% | -41.3% | +65.9% | +25.7% |
| 30D | +12.7% | -38.5% | +51.2% | +13.5% |
| 3M | -4.0% | +99.5% | -103.6% | -5.4% |
| 6M | -8.7% | +126.0% | -134.7% | -11.8% |
| YTD | -3.9% | +218.7% | -222.6% | -12.5% |
| All | -1.6% | +285.0% | -286.5% | -12.3% |
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