+78.0%
MRK vs IOVA
+244.9%
-166.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.7% |
| 7D | -5.0% | -6.4% | +1.4% | -4.5% |
| 30D | +11.0% | +25.4% | -14.5% | +9.0% |
| 3M | +22.4% | +115.3% | -93.0% | +14.8% |
| 6M | +25.4% | +56.5% | -31.1% | +18.9% |
| YTD | +39.5% | +198.2% | -158.7% | +27.4% |
| 1Y | +78.0% | +242.0% | -164.0% | +59.9% |
| All | +78.0% | +244.9% | -166.9% | +59.9% |
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 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