-10.0%
MTZ vs IOVA
+233.9%
-243.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -4.2% |
| 7D | -8.7% | -8.5% | -0.2% | -8.0% |
| 30D | -15.0% | -44.7% | +29.8% | -11.4% |
| 3M | -32.6% | +26.2% | -58.8% | -35.6% |
| 6M | -56.3% | +123.2% | -179.6% | -60.9% |
| YTD | -16.8% | +196.0% | -212.8% | -28.7% |
| 1Y | -10.0% | +240.9% | -251.0% | -23.7% |
| All | -10.0% | +233.9% | -243.9% | -23.7% |
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