+34.1%
MSCI vs IOVA
+85.3%
-51.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.9% | -6.1% | -2.3% |
| 7D | +2.8% | -5.2% | +8.0% | +2.9% |
| 30D | +15.4% | -37.8% | +53.2% | +15.8% |
| 3M | +13.4% | +29.5% | -16.1% | +12.4% |
| 6M | +10.9% | +96.6% | -85.7% | +8.8% |
| YTD | +13.0% | +194.5% | -181.5% | +9.4% |
| 1Y | +12.0% | +248.1% | -236.0% | +7.9% |
| 3Y | +34.1% | +86.1% | -52.0% | +26.0% |
| All | +34.1% | +85.3% | -51.2% | +26.0% |
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