+1,272.2%
MUU vs IOVA
-17.4%
+1,289.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -26.7% |
| 3M | -44.3% | +19.0% | -63.3% | -45.9% |
| 6M | -44.4% | +112.0% | -156.4% | -53.2% |
| YTD | +244.9% | +184.2% | +60.7% | +166.0% |
| 1Y | +365.6% | +222.0% | +143.6% | +248.5% |
| All | +1,272.2% | -17.4% | +1,289.7% | +1,432.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling