+378.0%
IOVA vs TMF
-23.9%
+401.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.5% | -3.9% | -2.0% |
| 7D | -41.3% | +4.0% | -45.2% | -42.2% |
| 30D | -38.5% | +19.5% | -58.0% | -43.3% |
| 3M | +99.5% | -3.5% | +103.1% | +104.2% |
| 6M | +126.0% | -10.6% | +136.6% | +142.6% |
| YTD | +218.7% | -17.1% | +235.7% | +253.4% |
| 1Y | +378.0% | -24.3% | +402.3% | +567.3% |
| All | +378.0% | -23.9% | +401.9% | +567.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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