+1,397.6%
MUU vs IOVA
-13.9%
+1,411.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.1% | +24.0% | +24.1% |
| 7D | -2.5% | -7.0% | +4.5% | +0.2% |
| 30D | -39.7% | -44.4% | +4.7% | -32.2% |
| 3M | -27.4% | +24.7% | -52.1% | -30.3% |
| 6M | -38.4% | +118.6% | -157.1% | -48.5% |
| YTD | +276.4% | +196.3% | +80.1% | +187.8% |
| 1Y | +390.7% | +205.3% | +185.4% | +271.1% |
| All | +1,397.6% | -13.9% | +1,411.6% | +1,558.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling