+960.3%
MRVL vs IOVA
-92.3%
+1,052.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.1% |
| 7D | -10.2% | -8.5% | -1.7% | -9.9% |
| 30D | -43.9% | -44.7% | +0.8% | -42.7% |
| 3M | -26.0% | +26.2% | -52.2% | -26.6% |
| 6M | -9.2% | +123.2% | -132.4% | -12.1% |
| YTD | +82.0% | +196.0% | -114.0% | +74.1% |
| 1Y | +65.9% | +240.9% | -175.0% | +57.8% |
| 3Y | +185.0% | +103.5% | +81.5% | +169.6% |
| 5Y | +121.5% | -65.5% | +186.9% | +115.3% |
| 10Y | +1,224.2% | +7.0% | +1,217.1% | +1,163.6% |
| All | +960.3% | -92.3% | +1,052.6% | +883.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling