+4,112.1%
TDG vs IOVA
-91.7%
+4,203.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.4% | -1.4% |
| 7D | -0.9% | +5.1% | -6.0% | -1.0% |
| 30D | -6.5% | +37.2% | -43.8% | -7.1% |
| 3M | -5.1% | +117.5% | -122.6% | -6.6% |
| 6M | -11.5% | +69.6% | -81.1% | -12.7% |
| YTD | -13.9% | +218.7% | -232.6% | -16.1% |
| 1Y | -11.5% | +265.5% | -277.0% | -14.1% |
| 3Y | +53.7% | +46.2% | +7.4% | +49.3% |
| 5Y | +135.5% | -63.2% | +198.8% | +130.9% |
| 10Y | +535.2% | +6.1% | +529.1% | +517.6% |
| All | +4,112.1% | -91.7% | +4,203.8% | +4,048.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling