+215.7%
MXL vs IOVA
+41.0%
+174.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.1% | +10.6% | +7.8% |
| 7D | +19.0% | -2.2% | +21.2% | +19.2% |
| 30D | +4.5% | +31.7% | -27.2% | +1.4% |
| 3M | -1.5% | +117.3% | -118.8% | -9.7% |
| 6M | +348.6% | +55.8% | +292.8% | +321.4% |
| YTD | +310.3% | +208.8% | +101.5% | +256.8% |
| 1Y | +344.7% | +255.7% | +89.0% | +278.1% |
| All | +215.7% | +41.0% | +174.7% | +152.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling