+364.9%
MXL vs IOVA
+259.8%
+105.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +5.7% | +1.9% | +7.0% |
| 7D | +18.9% | -2.2% | +21.0% | +19.0% |
| 30D | +0.3% | +27.6% | -27.3% | -2.1% |
| 3M | -8.0% | +117.2% | -125.2% | -14.3% |
| 6M | +341.2% | +77.7% | +263.6% | +316.0% |
| YTD | +327.8% | +215.0% | +112.8% | +276.6% |
| 1Y | +364.9% | +255.4% | +109.5% | +319.6% |
| All | +364.9% | +259.8% | +105.1% | +319.6% |
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