+24.4%
MET vs IOVA
+259.8%
-235.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.7% | -5.3% | +0.3% |
| 7D | -0.5% | -2.2% | +1.7% | -0.5% |
| 30D | +0.5% | +27.6% | -27.1% | -0.2% |
| 3M | +11.6% | +117.2% | -105.6% | +9.0% |
| 6M | +40.8% | +77.7% | -36.9% | +37.0% |
| YTD | +25.7% | +215.0% | -189.4% | +23.8% |
| 1Y | +24.4% | +255.4% | -231.0% | +26.5% |
| All | +24.4% | +259.8% | -235.5% | +26.5% |
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 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