-46.5%
MSTR vs IOVA
+207.9%
-254.4%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.7% |
| 7D | -13.4% | -3.5% | -9.9% | -12.9% |
| 30D | -22.1% | -45.4% | +23.3% | -16.1% |
| 3M | +15.0% | +19.0% | -4.1% | +9.5% |
| 6M | -37.3% | +112.0% | -149.3% | -46.3% |
| YTD | -26.5% | +184.2% | -210.8% | -44.4% |
| 1Y | -46.5% | +222.0% | -268.5% | -60.8% |
| All | -46.5% | +207.9% | -254.4% | -60.8% |
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