+2,115.1%
TRGP vs IOVA
-93.0%
+2,208.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.9% | +2.8% |
| 7D | -5.8% | -8.5% | +2.7% | -5.6% |
| 30D | -1.5% | -44.7% | +43.3% | -0.4% |
| 3M | +6.1% | +26.2% | -20.1% | +4.9% |
| 6M | +14.4% | +123.2% | -108.8% | +11.1% |
| YTD | +55.3% | +196.0% | -140.6% | +49.3% |
| 1Y | +69.1% | +240.9% | -171.8% | +61.8% |
| 3Y | +254.3% | +103.5% | +150.8% | +235.6% |
| 5Y | +471.4% | -65.5% | +536.9% | +453.9% |
| 10Y | +773.0% | +7.0% | +766.0% | +729.5% |
| All | +2,115.1% | -93.0% | +2,208.1% | +2,004.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling