+2,174.7%
TRGP vs IOVA
-92.4%
+2,267.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.2% |
| 7D | +0.8% | +9.7% | -9.0% | +0.5% |
| 30D | +11.5% | +102.5% | -91.0% | +9.4% |
| 3M | +9.0% | +100.7% | -91.7% | +6.8% |
| 6M | +20.5% | +106.3% | -85.8% | +17.6% |
| YTD | +59.5% | +222.0% | -162.4% | +53.7% |
| 1Y | +77.9% | +299.5% | -221.6% | +70.1% |
| 3Y | +253.6% | +42.9% | +210.6% | +238.8% |
| 5Y | +615.5% | -65.0% | +680.5% | +596.4% |
| 10Y | +897.1% | +10.3% | +886.8% | +850.4% |
| All | +2,174.7% | -92.4% | +2,267.1% | +2,067.1% |
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