-43.5%
IOVA vs TPG
+74.1%
-117.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.6% | +4.0% | +4.8% |
| 7D | -2.2% | -9.4% | +7.3% | +3.3% |
| 30D | +27.6% | -5.3% | +32.9% | +30.1% |
| 3M | +117.2% | +12.9% | +104.3% | +99.3% |
| 6M | +77.7% | +20.1% | +57.6% | +57.3% |
| YTD | +215.0% | -22.5% | +237.5% | +248.3% |
| 1Y | +255.4% | -19.7% | +275.1% | +281.5% |
| 3Y | +42.6% | +81.2% | -38.6% | -4.6% |
| All | -43.5% | +74.1% | -117.6% | -64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 5y: compounded portfolio wealth divided by compounded TPG 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…
5y analysis · Full analysis span regression · 6 months rolling