+471.4%
TRGP vs IOVA
-67.2%
+538.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.9% | +2.9% |
| 7D | -5.8% | -8.5% | +2.7% | -5.5% |
| 30D | -1.5% | -44.7% | +43.3% | +0.2% |
| 3M | +6.1% | +26.2% | -20.1% | +3.8% |
| 6M | +14.4% | +123.2% | -108.8% | +8.4% |
| YTD | +55.3% | +196.0% | -140.6% | +44.0% |
| 1Y | +69.1% | +240.9% | -171.8% | +55.4% |
| 3Y | +254.3% | +103.5% | +150.8% | +214.1% |
| 5Y | +471.4% | -65.5% | +536.9% | +447.9% |
| All | +471.4% | -67.2% | +538.6% | +447.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling