+244.7%
IOVA vs TMF
-22.6%
+267.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.6% |
| 7D | +1.9% | +0.6% | +1.3% | +1.8% |
| 30D | -44.1% | +16.3% | -60.4% | -46.8% |
| 3M | +28.9% | -2.7% | +31.6% | +31.8% |
| 6M | +125.7% | -13.2% | +138.9% | +143.0% |
| YTD | +199.3% | -16.7% | +215.9% | +227.1% |
| All | +244.7% | -22.6% | +267.3% | +321.9% |
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