+4.1%
IOVA vs TRU
+147.2%
-143.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.0% | +4.7% | +5.1% |
| 7D | -2.2% | -2.7% | +0.6% | -0.7% |
| 30D | +27.6% | -2.0% | +29.6% | +28.9% |
| 3M | +117.2% | +18.4% | +98.7% | +95.2% |
| 6M | +77.7% | +8.9% | +68.8% | +65.6% |
| YTD | +215.0% | -8.9% | +224.0% | +218.3% |
| 1Y | +255.4% | -15.9% | +271.2% | +273.9% |
| 3Y | +42.6% | -1.1% | +43.7% | +32.7% |
| 5Y | -62.2% | -35.2% | -27.0% | -57.2% |
| All | +4.1% | +147.2% | -143.0% | -29.0% |
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