+803.8%
TRGP vs IOVA
+7.2%
+796.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | +2.4% | -7.0% | +9.4% | +2.9% |
| 30D | +0.8% | -44.4% | +45.3% | +4.6% |
| 3M | +10.4% | +24.7% | -14.3% | +6.1% |
| 6M | +16.3% | +118.6% | -102.4% | +5.0% |
| YTD | +61.1% | +196.3% | -135.2% | +39.2% |
| 1Y | +71.6% | +205.3% | -133.7% | +47.4% |
| 3Y | +267.5% | +103.8% | +163.7% | +192.0% |
| 5Y | +488.1% | -65.6% | +553.7% | +430.9% |
| 10Y | +803.8% | +6.4% | +797.3% | +645.8% |
| All | +803.8% | +7.2% | +796.6% | +645.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling