+144.9%
TE vs IOVA
+244.9%
-100.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.4% | -3.3% | -6.2% |
| 7D | +0.9% | -6.4% | +7.3% | +1.9% |
| 30D | -16.3% | +25.4% | -41.7% | -19.4% |
| 3M | -40.8% | +115.3% | -156.1% | -48.5% |
| 6M | -42.6% | +56.5% | -99.1% | -47.3% |
| YTD | -31.4% | +198.2% | -229.6% | -45.9% |
| 1Y | +144.9% | +242.0% | -97.1% | +115.7% |
| All | +144.9% | +244.9% | -100.0% | +115.7% |
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