-4.2%
TLT vs IOVA
+250.8%
-255.0%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | +0.4% | +5.1% | -4.7% | +0.3% |
| 30D | -0.3% | +37.2% | -37.5% | -0.7% |
| 3M | -1.7% | +117.5% | -119.2% | -3.0% |
| 6M | -4.9% | +69.6% | -74.5% | -5.8% |
| YTD | -2.8% | +218.7% | -221.5% | -4.9% |
| 1Y | -4.2% | +265.5% | -269.8% | -6.8% |
| All | -4.2% | +250.8% | -255.0% | -6.8% |
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