+120.8%
TRMB vs IOVA
+4.5%
+116.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -2.0% |
| 7D | -2.9% | -2.2% | -0.7% | -2.6% |
| 30D | -1.8% | +31.7% | -33.5% | -5.1% |
| 3M | +8.4% | +117.3% | -108.9% | -2.7% |
| 6M | -18.5% | +55.8% | -74.3% | -24.8% |
| YTD | -26.7% | +208.8% | -235.5% | -38.5% |
| 1Y | -28.3% | +255.7% | -284.0% | -41.6% |
| 3Y | +12.6% | +41.7% | -29.1% | -9.5% |
| 5Y | -38.7% | -64.9% | +26.2% | -45.1% |
| 10Y | +120.8% | +6.3% | +114.5% | +62.3% |
| All | +120.8% | +4.5% | +116.3% | +62.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling