+377.7%
TGT vs IOVA
-91.6%
+469.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.8% | +0.2% |
| 7D | +0.8% | +9.7% | -9.0% | +0.6% |
| 30D | +12.2% | +102.5% | -90.3% | +10.7% |
| 3M | +33.8% | +100.7% | -66.9% | +32.0% |
| 6M | +39.3% | +106.3% | -67.0% | +37.1% |
| YTD | +72.9% | +222.0% | -149.1% | +68.7% |
| 1Y | +84.6% | +299.5% | -215.0% | +79.2% |
| 3Y | +46.2% | +42.9% | +3.3% | +42.5% |
| 5Y | -21.3% | -65.0% | +43.6% | -22.8% |
| 10Y | +213.5% | +10.3% | +203.2% | +203.8% |
| All | +377.7% | -91.6% | +469.3% | +358.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling