+800.7%
MSCI vs IOVA
+12.2%
+788.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.7% |
| 7D | +2.7% | -8.5% | +11.2% | +3.3% |
| 30D | +16.2% | -44.7% | +61.0% | +20.2% |
| 3M | +17.1% | +26.2% | -9.2% | +12.8% |
| 6M | +13.0% | +123.2% | -110.2% | +2.5% |
| YTD | +15.8% | +196.0% | -180.2% | +0.8% |
| 1Y | +15.5% | +240.9% | -225.4% | -1.0% |
| 3Y | +32.3% | +103.5% | -71.2% | +5.5% |
| 5Y | +8.2% | -65.5% | +73.6% | -2.0% |
| 10Y | +800.7% | +7.0% | +793.7% | +618.7% |
| All | +800.7% | +12.2% | +788.5% | +618.7% |
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