+79.0%
MDLZ vs IOVA
+6.6%
+72.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.6% |
| 7D | 0.0% | +5.1% | -5.0% | -0.2% |
| 30D | -1.6% | +37.2% | -38.8% | -2.8% |
| 3M | +0.9% | +117.5% | -116.6% | -2.6% |
| 6M | +7.3% | +69.6% | -62.3% | +4.3% |
| YTD | +16.4% | +218.7% | -202.2% | +9.9% |
| 1Y | +3.0% | +265.5% | -262.6% | -3.8% |
| 3Y | -3.7% | +46.2% | -49.9% | -10.6% |
| 5Y | +15.6% | -63.2% | +78.9% | +10.9% |
| 10Y | +79.0% | +6.1% | +72.9% | +77.5% |
| All | +79.0% | +6.6% | +72.4% | +77.5% |
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