-20.7%
MDLN vs IOVA
+280.5%
-301.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.7% | -5.2% | +0.4% |
| 7D | -11.1% | -2.2% | -8.9% | -11.1% |
| 30D | -8.4% | +27.6% | -36.0% | -8.8% |
| 3M | -12.4% | +117.2% | -129.6% | -14.5% |
| 6M | -23.3% | +77.7% | -100.9% | -24.5% |
| YTD | -22.5% | +215.0% | -237.6% | -29.4% |
| All | -20.7% | +280.5% | -301.2% | -29.2% |
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 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