+27.5%
MSI vs IOVA
+362.8%
-335.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.2% |
| 7D | +2.8% | -41.3% | +44.1% | +3.1% |
| 30D | +9.1% | -38.5% | +47.7% | +9.4% |
| 3M | +12.5% | +99.5% | -87.0% | +9.0% |
| 6M | +14.2% | +126.0% | -111.8% | +10.7% |
| YTD | +30.7% | +218.7% | -188.0% | +27.4% |
| 1Y | +27.5% | +378.0% | -350.5% | +25.2% |
| All | +27.5% | +362.8% | -335.2% | +25.2% |
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