+26.9%
MTSI vs IOVA
+233.9%
-206.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.4% |
| 7D | -3.8% | -8.5% | +4.7% | -2.8% |
| 30D | -31.4% | -44.7% | +13.4% | -28.5% |
| 3M | -23.8% | +26.2% | -50.0% | -25.5% |
| 6M | -37.1% | +123.2% | -160.3% | -40.2% |
| YTD | +32.2% | +196.0% | -163.7% | +25.8% |
| 1Y | +26.9% | +240.9% | -214.0% | +20.7% |
| All | +26.9% | +233.9% | -206.9% | +20.7% |
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