-19.6%
MSFU vs IOVA
+299.5%
-319.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -4.2% |
| 7D | -5.7% | +9.7% | -15.4% | -6.2% |
| 30D | +4.2% | +102.5% | -98.4% | -1.0% |
| 3M | +27.9% | +100.7% | -72.8% | +21.0% |
| 6M | +37.1% | +106.3% | -69.2% | +28.9% |
| YTD | -7.4% | +222.0% | -229.4% | -15.6% |
| 1Y | -19.6% | +299.5% | -319.1% | -24.6% |
| All | -19.6% | +299.5% | -319.1% | -24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling