+2,163.5%
MUU vs IOVA
+244.9%
+1,918.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.4% | -5.9% | -8.8% |
| 7D | +3.6% | -6.4% | +10.0% | +4.7% |
| 30D | +22.3% | +25.4% | -3.1% | +18.3% |
| 3M | -8.2% | +115.3% | -123.5% | -19.0% |
| 6M | +256.3% | +56.5% | +199.8% | +224.3% |
| YTD | +534.4% | +198.2% | +336.2% | +398.3% |
| 1Y | +2,163.5% | +242.0% | +1,921.5% | +1,755.1% |
| All | +2,163.5% | +244.9% | +1,918.6% | +1,755.1% |
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 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