+5,778.3%
MU vs IOVA
+6.6%
+5,771.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.5% |
| 7D | +7.2% | +5.1% | +2.1% | +6.5% |
| 30D | +14.0% | +37.2% | -23.2% | +9.3% |
| 3M | +5.4% | +117.5% | -112.1% | -6.3% |
| 6M | +170.3% | +69.6% | +100.7% | +145.4% |
| YTD | +250.7% | +218.7% | +32.0% | +189.3% |
| 1Y | +662.1% | +265.5% | +396.6% | +510.4% |
| 3Y | +1,341.2% | +46.2% | +1,295.0% | +1,052.6% |
| 5Y | +1,319.3% | -63.2% | +1,382.6% | +1,164.7% |
| 10Y | +5,778.3% | +6.1% | +5,772.2% | +4,402.7% |
| All | +5,778.3% | +6.6% | +5,771.7% | +4,402.7% |
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