+195.7%
MRVL vs IOVA
+99.0%
+96.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.7% | -6.4% | -4.9% |
| 7D | +11.0% | -3.5% | +14.5% | +11.6% |
| 30D | -36.1% | -45.4% | +9.3% | -30.9% |
| 3M | -29.4% | +19.0% | -48.4% | -30.7% |
| 6M | -11.9% | +112.0% | -123.9% | -20.4% |
| YTD | +84.8% | +184.2% | -99.5% | +60.4% |
| 1Y | +79.4% | +222.0% | -142.6% | +53.2% |
| 3Y | +195.7% | +92.6% | +103.2% | +117.5% |
| All | +195.7% | +99.0% | +96.8% | +117.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling