-13.5%
MSFU vs IOVA
+235.7%
-249.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -4.9% | -4.8% |
| 7D | -12.7% | -7.0% | -5.7% | -12.1% |
| 30D | -9.0% | -44.4% | +35.4% | -5.4% |
| 3M | +2.9% | +24.7% | -21.7% | -1.3% |
| 6M | +43.5% | +118.6% | -75.1% | +28.0% |
| YTD | -2.4% | +196.3% | -198.8% | -20.2% |
| 1Y | -13.5% | +205.3% | -218.8% | -29.5% |
| All | -13.5% | +235.7% | -249.2% | -29.5% |
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