+308.2%
MRVL vs IOVA
+50.0%
+258.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +1.0% |
| 7D | +7.1% | +5.1% | +2.1% | +6.5% |
| 30D | +3.1% | +37.2% | -34.2% | -0.5% |
| 3M | -21.9% | +117.5% | -139.4% | -29.4% |
| 6M | +151.8% | +69.6% | +82.3% | +132.3% |
| YTD | +165.6% | +218.7% | -53.0% | +128.3% |
| 1Y | +242.3% | +265.5% | -23.3% | +187.0% |
| 3Y | +308.2% | +46.2% | +261.9% | +227.2% |
| All | +308.2% | +50.0% | +258.2% | +227.2% |
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