+88.6%
TGT vs IOVA
+362.8%
-274.2%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.5% | +7.1% | +5.6% |
| 7D | +9.5% | -41.3% | +50.7% | +9.5% |
| 30D | +6.6% | -38.5% | +45.1% | +6.5% |
| 3M | +11.0% | +99.5% | -88.6% | +9.8% |
| 6M | +29.9% | +126.0% | -96.1% | +28.2% |
| YTD | +71.4% | +218.7% | -147.2% | +73.6% |
| 1Y | +88.6% | +378.0% | -289.4% | +97.3% |
| All | +88.6% | +362.8% | -274.2% | +97.3% |
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