+442.2%
MTZ vs IOVA
+12.2%
+430.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -4.2% |
| 7D | -8.7% | -8.5% | -0.2% | -7.8% |
| 30D | -15.0% | -44.7% | +29.8% | -10.3% |
| 3M | -32.6% | +26.2% | -58.8% | -35.9% |
| 6M | -56.3% | +123.2% | -179.6% | -61.7% |
| YTD | -16.8% | +196.0% | -212.8% | -30.6% |
| 1Y | -10.0% | +240.9% | -251.0% | -26.5% |
| 3Y | +267.1% | +103.5% | +163.6% | +186.1% |
| 5Y | +89.9% | -65.5% | +155.3% | +69.0% |
| 10Y | +442.2% | +7.0% | +435.2% | +279.7% |
| All | +442.2% | +12.2% | +430.0% | +279.7% |
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 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