+265.5%
IOVA vs TAP
-19.0%
+284.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | -0.9% |
| 7D | +5.1% | -2.3% | +7.4% | +5.1% |
| 30D | +37.2% | -9.4% | +46.6% | +37.1% |
| 3M | +117.5% | -0.8% | +118.3% | +117.9% |
| 6M | +69.6% | -14.7% | +84.3% | +66.7% |
| YTD | +218.7% | -13.9% | +232.6% | +210.9% |
| 1Y | +265.5% | -18.6% | +284.2% | +301.6% |
| All | +265.5% | -19.0% | +284.5% | +301.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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