+277.0%
MTZ vs IOVA
+95.6%
+181.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.7% | +3.5% | -1.6% |
| 7D | +16.5% | -1.4% | +17.9% | +16.7% |
| 30D | -10.2% | -47.4% | +37.2% | -5.7% |
| 3M | -34.2% | +13.2% | -47.4% | -36.3% |
| 6M | -56.0% | +114.3% | -170.3% | -60.5% |
| YTD | -14.8% | +179.5% | -194.3% | -26.7% |
| 1Y | -7.2% | +200.4% | -207.6% | -20.9% |
| All | +277.0% | +95.6% | +181.3% | +214.9% |
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