+10.9%
MO vs IOVA
+244.9%
-234.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.8% | +1.3% |
| 7D | -1.0% | -6.4% | +5.4% | -1.1% |
| 30D | +5.8% | +25.4% | -19.6% | +6.2% |
| 3M | -4.5% | +115.3% | -119.9% | -3.3% |
| 6M | +5.7% | +56.5% | -50.8% | +6.9% |
| YTD | +23.1% | +198.2% | -175.1% | +25.4% |
| 1Y | +10.9% | +242.0% | -231.1% | +11.7% |
| All | +10.9% | +244.9% | -234.0% | +11.7% |
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