+148.1%
MTZ vs IOVA
+44.8%
+103.3%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +2.0% |
| 7D | -1.6% | +9.7% | -11.3% | -2.5% |
| 30D | -11.1% | +102.5% | -113.6% | -17.9% |
| 3M | -36.7% | +100.7% | -137.4% | -41.6% |
| 6M | -21.9% | +106.3% | -128.3% | -28.9% |
| YTD | +9.1% | +222.0% | -212.9% | -5.5% |
| 1Y | +30.0% | +299.5% | -269.6% | +9.0% |
| All | +148.1% | +44.8% | +103.3% | +98.9% |
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