+59.7%
TEM vs IOVA
+4.2%
+55.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | +3.2% | +5.1% | -1.8% | +2.1% |
| 30D | +23.5% | +37.2% | -13.7% | +15.6% |
| 3M | +32.3% | +117.5% | -85.2% | +8.7% |
| 6M | +23.0% | +69.6% | -46.6% | +5.4% |
| YTD | +8.9% | +218.7% | -209.8% | -21.9% |
| 1Y | -19.9% | +265.5% | -285.4% | -45.8% |
| All | +59.7% | +4.2% | +55.5% | +42.1% |
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