+244.7%
IOVA vs TAP
-10.2%
+255.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.4% |
| 7D | +1.9% | -7.8% | +9.7% | +0.7% |
| 30D | -44.1% | +7.1% | -51.2% | -43.9% |
| 3M | +28.9% | -7.0% | +35.9% | +29.8% |
| 6M | +125.7% | -3.8% | +129.5% | +126.6% |
| YTD | +199.3% | -11.7% | +211.0% | +191.9% |
| All | +244.7% | -10.2% | +255.0% | +232.6% |
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