+222.0%
IOVA vs TRU
+0.8%
+221.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -3.5% | 0.0% | -3.5% | -3.5% |
| 30D | -45.4% | +21.3% | -66.7% | -46.3% |
| 3M | +19.0% | +0.2% | +18.8% | +20.5% |
| 6M | +112.0% | +22.4% | +89.6% | +108.1% |
| YTD | +184.2% | -4.8% | +189.1% | +188.0% |
| 1Y | +222.0% | -0.2% | +222.2% | +225.4% |
| All | +222.0% | +0.8% | +221.2% | +225.4% |
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