-44.6%
IOVA vs TPG
+78.6%
-123.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.9% | +0.8% | -0.9% |
| 7D | -2.2% | -6.5% | +4.3% | +1.4% |
| 30D | +31.7% | +0.1% | +31.6% | +30.2% |
| 3M | +117.3% | +14.5% | +102.7% | +97.9% |
| 6M | +55.8% | +17.3% | +38.5% | +39.9% |
| YTD | +208.8% | -20.5% | +229.3% | +236.5% |
| 1Y | +255.7% | -13.2% | +268.9% | +264.3% |
| 3Y | +41.7% | +87.7% | -46.1% | -7.0% |
| All | -44.6% | +78.6% | -123.2% | -66.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling