+847.5%
MSCI vs IOVA
+0.8%
+846.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +1.2% |
| 7D | +3.0% | -3.5% | +6.5% | +3.3% |
| 30D | +17.8% | -45.4% | +63.2% | +21.9% |
| 3M | +15.2% | +19.0% | -3.8% | +11.5% |
| 6M | +16.5% | +112.0% | -95.5% | +6.0% |
| YTD | +16.4% | +184.2% | -167.9% | +1.7% |
| 1Y | +16.8% | +222.0% | -205.2% | +0.6% |
| 3Y | +35.8% | +92.6% | -56.8% | +8.7% |
| 5Y | +7.0% | -63.2% | +70.1% | -3.9% |
| All | +847.5% | +0.8% | +846.7% | +658.9% |
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 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