+596.9%
MSI vs IOVA
+4.5%
+592.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.5% |
| 7D | -4.0% | -2.2% | -1.8% | -3.9% |
| 30D | -0.5% | +31.7% | -32.2% | -2.1% |
| 3M | +11.4% | +117.3% | -105.9% | +6.1% |
| 6M | +1.0% | +55.8% | -54.8% | -2.7% |
| YTD | +20.7% | +208.8% | -188.1% | +11.4% |
| 1Y | -2.7% | +255.7% | -258.4% | -11.4% |
| 3Y | +68.2% | +41.7% | +26.5% | +50.6% |
| 5Y | +100.0% | -64.9% | +164.9% | +89.4% |
| 10Y | +596.9% | +6.3% | +590.6% | +454.3% |
| All | +596.9% | +4.5% | +592.4% | +454.3% |
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