+365.6%
MUU vs IOVA
+207.9%
+157.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.7% | -6.9% | -5.6% |
| 7D | +24.7% | -3.5% | +28.2% | +25.7% |
| 30D | -35.1% | -45.4% | +10.2% | -27.2% |
| 3M | -44.3% | +19.0% | -63.3% | -44.2% |
| 6M | -44.4% | +112.0% | -156.4% | -49.6% |
| YTD | +244.9% | +184.2% | +60.7% | +181.6% |
| 1Y | +365.6% | +222.0% | +143.6% | +266.0% |
| All | +365.6% | +207.9% | +157.7% | +266.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling