+70.1%
MDT vs IOVA
+0.8%
+69.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.1% | +1.8% |
| 7D | +1.0% | -3.5% | +4.5% | +1.2% |
| 30D | +9.2% | -45.4% | +54.5% | +11.8% |
| 3M | +14.5% | +19.0% | -4.5% | +11.8% |
| 6M | +37.3% | +112.0% | -74.7% | +28.6% |
| YTD | +9.8% | +184.2% | -174.4% | -0.1% |
| 1Y | +10.5% | +222.0% | -211.5% | -0.4% |
| 3Y | +57.4% | +92.6% | -35.1% | +36.7% |
| 5Y | +1.2% | -63.2% | +64.3% | -6.2% |
| All | +70.1% | +0.8% | +69.3% | +43.5% |
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