+84.6%
TRGP vs IOVA
+254.2%
-169.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.9% |
| 7D | -0.7% | -2.2% | +1.5% | -0.6% |
| 30D | +9.5% | +31.7% | -22.3% | +8.2% |
| 3M | +10.8% | +117.3% | -106.5% | +7.0% |
| 6M | +25.3% | +55.8% | -30.5% | +22.2% |
| YTD | +60.3% | +208.8% | -148.5% | +49.1% |
| 1Y | +84.6% | +255.7% | -171.1% | +64.3% |
| All | +84.6% | +254.2% | -169.6% | +64.3% |
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