+44.3%
IOVA vs TRU
-1.4%
+45.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | +0.2% |
| 7D | +5.1% | -7.2% | +12.3% | +8.5% |
| 30D | +37.2% | -2.8% | +40.0% | +38.9% |
| 3M | +117.5% | +13.0% | +104.5% | +102.1% |
| 6M | +69.6% | +0.7% | +68.9% | +66.1% |
| YTD | +218.7% | -9.0% | +227.7% | +223.8% |
| 1Y | +265.5% | -16.3% | +281.9% | +287.0% |
| All | +44.3% | -1.4% | +45.6% | +1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling