+30.3%
MNST vs IOVA
+237.6%
-207.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.2% |
| 7D | -5.0% | +1.9% | -6.8% | -4.9% |
| 30D | +4.6% | -44.1% | +48.7% | +4.4% |
| 3M | +1.0% | +28.9% | -27.8% | +0.6% |
| 6M | +5.8% | +125.7% | -119.9% | +4.4% |
| YTD | +19.1% | +199.3% | -180.2% | +15.8% |
| All | +30.3% | +237.6% | -207.3% | +25.8% |
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