+55.5%
MDT vs IOVA
+107.4%
-51.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -3.2% | -7.0% | +3.8% | -3.1% |
| 30D | +10.5% | -44.4% | +55.0% | +11.7% |
| 3M | +13.0% | +24.7% | -11.7% | +11.2% |
| 6M | +38.7% | +118.6% | -80.0% | +33.3% |
| YTD | +8.5% | +196.3% | -187.9% | +2.5% |
| 1Y | +10.0% | +205.3% | -195.2% | +3.7% |
| All | +55.5% | +107.4% | -51.9% | +49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling