+217.6%
MTSI vs IOVA
+90.0%
+127.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +8.8% |
| 7D | +3.5% | +1.9% | +1.6% | +3.6% |
| 30D | -30.3% | -44.1% | +13.8% | -26.3% |
| 3M | -26.0% | +28.9% | -54.9% | -29.3% |
| 6M | -36.1% | +125.7% | -161.8% | -43.1% |
| YTD | +34.3% | +199.3% | -165.0% | +13.4% |
| 1Y | +35.3% | +255.2% | -219.9% | +11.2% |
| 3Y | +217.6% | +106.8% | +110.8% | +150.8% |
| All | +217.6% | +90.0% | +127.6% | +150.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling