-41.5%
TRI vs IOVA
+259.8%
-301.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.7% | -3.9% | +1.3% |
| 7D | -7.9% | -2.2% | -5.7% | -7.8% |
| 30D | -4.5% | +27.6% | -32.1% | -6.3% |
| 3M | +22.1% | +117.2% | -95.1% | +13.9% |
| 6M | -2.8% | +77.7% | -80.5% | -7.8% |
| YTD | -23.4% | +215.0% | -238.4% | -31.7% |
| 1Y | -41.5% | +255.4% | -296.9% | -47.0% |
| All | -41.5% | +259.8% | -301.4% | -47.0% |
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