+2,620.0%
MUU vs IOVA
-6.5%
+2,626.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.0% | +10.6% | +11.4% |
| 7D | +17.4% | +9.7% | +7.6% | +15.4% |
| 30D | +24.0% | +102.5% | -78.6% | +7.0% |
| 3M | -23.9% | +100.7% | -124.6% | -34.3% |
| 6M | +284.4% | +106.3% | +178.1% | +221.9% |
| YTD | +583.7% | +222.0% | +361.7% | +414.3% |
| 1Y | +2,981.5% | +299.5% | +2,681.9% | +2,088.1% |
| All | +2,620.0% | -6.5% | +2,626.5% | +2,863.4% |
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