+297.0%
MXL vs IOVA
+362.8%
-65.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -1.5% | -9.7% | -11.0% |
| 7D | -24.3% | -41.3% | +16.9% | -21.5% |
| 30D | -46.1% | -38.5% | -7.6% | -44.2% |
| 3M | -21.8% | +99.5% | -121.4% | -24.6% |
| 6M | -27.2% | +126.0% | -153.2% | -29.3% |
| YTD | +226.2% | +218.7% | +7.5% | +212.5% |
| 1Y | +297.0% | +378.0% | -81.0% | +276.6% |
| All | +297.0% | +362.8% | -65.8% | +276.6% |
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