+258.1%
MTZ vs IOVA
+85.3%
+172.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +3.9% | +5.7% | +9.2% |
| 7D | -6.4% | -5.2% | -1.2% | -6.0% |
| 30D | -22.1% | -37.8% | +15.7% | -19.4% |
| 3M | -32.7% | +29.5% | -62.2% | -35.7% |
| 6M | -59.8% | +96.6% | -156.4% | -63.7% |
| YTD | -19.9% | +194.5% | -214.4% | -31.4% |
| 1Y | -11.5% | +248.1% | -259.5% | -25.8% |
| 3Y | +258.1% | +86.1% | +172.0% | +187.3% |
| All | +258.1% | +85.3% | +172.8% | +187.3% |
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