-16.7%
TRI vs IOVA
+362.8%
-379.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +6.4% |
| 7D | +1.0% | -41.3% | +42.2% | +3.0% |
| 30D | +20.8% | -38.5% | +59.3% | +22.7% |
| 3M | +8.1% | +99.5% | -91.4% | +1.0% |
| 6M | +24.2% | +126.0% | -101.8% | +13.5% |
| YTD | -7.8% | +218.7% | -226.5% | -18.6% |
| 1Y | -16.7% | +378.0% | -394.7% | -24.6% |
| All | -16.7% | +362.8% | -379.4% | -24.6% |
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