+1,847.4%
MRVL vs IOVA
+3.8%
+1,843.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.4% | 0.0% | -2.9% |
| 7D | +8.7% | -6.4% | +15.1% | +9.7% |
| 30D | +6.9% | +25.4% | -18.5% | +3.6% |
| 3M | -10.1% | +115.3% | -125.5% | -20.9% |
| 6M | +143.4% | +56.5% | +86.9% | +122.2% |
| YTD | +167.5% | +198.2% | -30.7% | +121.0% |
| 1Y | +239.0% | +242.0% | -3.1% | +170.6% |
| 3Y | +311.0% | +36.8% | +274.2% | +226.5% |
| 5Y | +278.0% | -64.3% | +342.2% | +235.4% |
| All | +1,847.4% | +3.8% | +1,843.6% | +1,441.5% |
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