+84.6%
MRK vs IOVA
+362.8%
-278.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.0% |
| 7D | +6.7% | -41.3% | +47.9% | +9.0% |
| 30D | +7.8% | -38.5% | +46.3% | +9.6% |
| 3M | +18.2% | +99.5% | -81.4% | +9.6% |
| 6M | +34.7% | +126.0% | -91.3% | +22.9% |
| YTD | +45.8% | +218.7% | -172.9% | +30.1% |
| 1Y | +84.6% | +378.0% | -293.5% | +56.0% |
| All | +84.6% | +362.8% | -278.2% | +56.0% |
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