+2,396.1%
MUU vs IOVA
-8.5%
+2,404.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.7% | -6.8% | -2.1% |
| 7D | -8.2% | -2.2% | -6.1% | -7.9% |
| 30D | +10.2% | +27.6% | -17.4% | +5.2% |
| 3M | -26.5% | +117.2% | -143.7% | -37.8% |
| 6M | +227.2% | +77.7% | +149.5% | +184.2% |
| YTD | +527.4% | +215.0% | +312.4% | +373.8% |
| 1Y | +1,843.7% | +255.4% | +1,588.3% | +1,309.9% |
| All | +2,396.1% | -8.5% | +2,404.6% | +2,629.6% |
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