-24.4%
TEM vs IOVA
+254.2%
-278.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.1% | -1.6% | -4.3% |
| 7D | -1.1% | -2.2% | +1.1% | -0.8% |
| 30D | +11.3% | +31.7% | -20.4% | +7.9% |
| 3M | +25.5% | +117.3% | -91.7% | +14.1% |
| 6M | +17.1% | +55.8% | -38.7% | +9.7% |
| YTD | +3.8% | +208.8% | -205.0% | -11.1% |
| 1Y | -24.4% | +255.7% | -280.1% | -27.5% |
| All | -24.4% | +254.2% | -278.6% | -27.5% |
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