+55.6%
TD vs IOVA
+235.7%
-180.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -3.1% | -7.0% | +4.0% | -3.0% |
| 30D | +6.7% | -44.4% | +51.1% | +7.1% |
| 3M | +3.1% | +24.7% | -21.5% | +2.5% |
| 6M | +17.6% | +118.6% | -101.0% | +15.4% |
| YTD | +34.8% | +196.3% | -161.5% | +32.2% |
| 1Y | +55.6% | +205.3% | -149.7% | +53.7% |
| All | +55.6% | +235.7% | -180.1% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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