+23.3%
MUB vs IOVA
-0.9%
+24.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.7% | +4.9% | -0.8% |
| 7D | -0.8% | -1.4% | +0.6% | -0.8% |
| 30D | +2.4% | -47.4% | +49.8% | +2.7% |
| 3M | -1.1% | +13.2% | -14.3% | -1.3% |
| 6M | -1.0% | +114.3% | -115.3% | -1.5% |
| YTD | -0.3% | +179.5% | -179.8% | -1.1% |
| 1Y | 0.0% | +200.4% | -200.4% | -0.8% |
| 3Y | +10.2% | +92.2% | -82.0% | +8.9% |
| 5Y | +2.9% | -63.8% | +66.7% | +2.2% |
| All | +23.3% | -0.9% | +24.2% | +23.1% |
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