+63.7%
MRK vs IOVA
+207.9%
-144.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.2% | +0.5% |
| 7D | +0.7% | -3.5% | +4.2% | +0.9% |
| 30D | +0.3% | -45.4% | +45.7% | +2.4% |
| 3M | +9.7% | +19.0% | -9.4% | +5.4% |
| 6M | +32.0% | +112.0% | -80.1% | +20.9% |
| YTD | +43.3% | +184.2% | -141.0% | +29.8% |
| 1Y | +63.7% | +222.0% | -158.3% | +45.4% |
| All | +63.7% | +207.9% | -144.3% | +45.4% |
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