+242.0%
IOVA vs TRU
-17.6%
+259.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | -6.4% | -9.4% | +2.9% | -4.3% |
| 30D | +25.4% | -4.1% | +29.5% | +26.6% |
| 3M | +115.3% | +13.6% | +101.8% | +106.6% |
| 6M | +56.5% | +3.6% | +53.0% | +55.0% |
| YTD | +198.2% | -9.8% | +208.0% | +207.1% |
| 1Y | +242.0% | -13.6% | +255.7% | +252.1% |
| All | +242.0% | -17.6% | +259.6% | +252.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling