-15.6%
MOS vs IOVA
+362.8%
-378.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | -1.5% | +18.8% | +17.4% |
| 7D | +17.9% | -41.3% | +59.2% | +17.8% |
| 30D | +1.6% | -38.5% | +40.1% | +1.5% |
| 3M | -4.0% | +99.5% | -103.5% | -2.3% |
| 6M | -4.1% | +126.0% | -130.1% | -1.8% |
| YTD | -7.8% | +218.7% | -226.5% | -4.3% |
| 1Y | -15.6% | +378.0% | -393.6% | -8.2% |
| All | -15.6% | +362.8% | -378.3% | -8.2% |
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