+51.8%
TEL vs IOVA
-64.1%
+115.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +3.0% | +0.1% |
| 7D | +1.2% | -2.2% | +3.4% | +1.4% |
| 30D | -4.1% | +31.7% | -35.8% | -6.4% |
| 3M | -2.6% | +117.3% | -119.8% | -9.7% |
| 6M | 0.0% | +55.8% | -55.8% | -5.3% |
| YTD | -9.1% | +208.8% | -217.8% | -19.2% |
| 1Y | -0.8% | +255.7% | -256.5% | -13.6% |
| 3Y | +67.4% | +41.7% | +25.7% | +45.9% |
| 5Y | +51.8% | -64.9% | +116.7% | +40.6% |
| All | +51.8% | -64.1% | +115.9% | +40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling