+287.6%
MP vs IOVA
-74.2%
+361.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.8% | +3.3% |
| 7D | +9.5% | -3.5% | +12.9% | +10.0% |
| 30D | -3.0% | -45.4% | +42.4% | +3.6% |
| 3M | -30.4% | +19.0% | -49.4% | -34.2% |
| 6M | -39.2% | +112.0% | -151.2% | -48.2% |
| YTD | -23.3% | +184.2% | -207.5% | -38.8% |
| 1Y | -32.6% | +222.0% | -254.6% | -47.4% |
| 3Y | +159.3% | +92.6% | +66.7% | +84.7% |
| 5Y | -16.4% | -63.2% | +46.7% | -26.8% |
| All | +287.6% | -74.2% | +361.8% | +276.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling