+87.9%
TRGP vs IOVA
+362.8%
-274.9%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.1% | -4.5% |
| 7D | -6.5% | -41.3% | +34.8% | -6.1% |
| 30D | -0.4% | -38.5% | +38.1% | -0.2% |
| 3M | +8.8% | +99.5% | -90.7% | +4.6% |
| 6M | +11.0% | +126.0% | -115.0% | +6.1% |
| YTD | +57.4% | +218.7% | -161.3% | +45.9% |
| 1Y | +87.9% | +378.0% | -290.2% | +65.1% |
| All | +87.9% | +362.8% | -274.9% | +65.1% |
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 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