+2.8%
IOVA vs TRU
+183.1%
-180.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.6% |
| 7D | -3.5% | 0.0% | -3.5% | -3.5% |
| 30D | -45.4% | +21.3% | -66.7% | -51.4% |
| 3M | +19.0% | +0.2% | +18.8% | +16.1% |
| 6M | +112.0% | +22.4% | +89.6% | +82.8% |
| YTD | +184.2% | -4.8% | +189.1% | +174.1% |
| 1Y | +222.0% | -0.2% | +222.2% | +201.3% |
| 3Y | +92.6% | +57.9% | +34.6% | +41.8% |
| 5Y | -63.2% | -26.1% | -37.0% | -61.9% |
| All | +2.8% | +183.1% | -180.3% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling