+43.8%
MTSI vs IOVA
+189.0%
-145.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.7% | +4.0% | -1.0% |
| 7D | +29.1% | -1.4% | +30.5% | +29.4% |
| 30D | -20.4% | -47.4% | +27.0% | -16.3% |
| 3M | -20.9% | +13.2% | -34.1% | -22.2% |
| 6M | -32.3% | +114.3% | -146.6% | -35.9% |
| YTD | +43.5% | +179.5% | -136.0% | +34.4% |
| 1Y | +43.8% | +200.4% | -156.6% | +35.5% |
| All | +43.8% | +189.0% | -145.2% | +35.5% |
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