+4,271.9%
MU vs IOVA
+28.7%
+4,243.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.6% | +6.0% |
| 7D | -12.0% | +1.9% | -13.9% | -12.1% |
| 30D | -28.7% | -44.1% | +15.4% | -23.9% |
| 3M | -16.4% | +28.9% | -45.3% | -20.4% |
| 6M | -1.8% | +125.7% | -127.5% | -14.8% |
| YTD | +157.1% | +199.3% | -42.2% | +110.7% |
| 1Y | +208.5% | +255.2% | -46.7% | +145.9% |
| 3Y | +906.2% | +106.8% | +799.3% | +662.0% |
| 5Y | +893.4% | -67.1% | +960.5% | +789.9% |
| 10Y | +4,271.9% | +16.7% | +4,255.2% | +2,993.7% |
| All | +4,271.9% | +28.7% | +4,243.2% | +2,993.7% |
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