+779.7%
MSCI vs IOVA
+28.7%
+751.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 7D | +1.5% | +1.9% | -0.4% | +1.2% |
| 30D | +14.4% | -44.1% | +58.5% | +18.2% |
| 3M | +15.2% | +28.9% | -13.7% | +10.8% |
| 6M | +11.2% | +125.7% | -114.5% | +0.8% |
| YTD | +13.9% | +199.3% | -185.3% | -0.8% |
| 1Y | +12.5% | +255.2% | -242.7% | -3.9% |
| 3Y | +32.3% | +106.8% | -74.5% | +5.4% |
| 5Y | +4.9% | -67.1% | +71.9% | -4.3% |
| 10Y | +779.7% | +16.7% | +763.0% | +598.6% |
| All | +779.7% | +28.7% | +751.0% | +598.6% |
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