+810.9%
TRGP vs IOVA
+0.8%
+810.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.2% |
| 7D | +12.4% | -3.5% | +15.9% | +12.7% |
| 30D | +2.6% | -45.4% | +48.0% | +6.5% |
| 3M | +11.9% | +19.0% | -7.2% | +7.9% |
| 6M | +13.9% | +112.0% | -98.1% | +3.1% |
| YTD | +64.2% | +184.2% | -120.1% | +42.2% |
| 1Y | +78.5% | +222.0% | -143.5% | +52.4% |
| 3Y | +272.9% | +92.6% | +180.4% | +197.8% |
| 5Y | +510.7% | -63.2% | +573.9% | +444.3% |
| All | +810.9% | +0.8% | +810.1% | +653.2% |
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