+2,538.2%
MUU vs IOVA
-7.4%
+2,545.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.8% |
| 7D | +13.9% | +5.1% | +8.9% | +12.9% |
| 30D | +24.8% | +37.2% | -12.4% | +17.7% |
| 3M | -15.7% | +117.5% | -133.2% | -28.5% |
| 6M | +338.9% | +69.6% | +269.3% | +284.0% |
| YTD | +563.2% | +218.7% | +344.5% | +399.9% |
| 1Y | +2,577.5% | +265.5% | +2,311.9% | +1,833.2% |
| All | +2,538.2% | -7.4% | +2,545.7% | +2,779.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling