+95.4%
TRMB vs IOVA
+0.8%
+94.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.5% |
| 7D | +2.8% | -3.5% | +6.3% | +3.2% |
| 30D | -5.9% | -45.4% | +39.5% | -0.9% |
| 3M | -3.3% | +19.0% | -22.3% | -7.6% |
| 6M | +1.3% | +112.0% | -110.7% | -11.2% |
| YTD | -29.0% | +184.2% | -213.2% | -41.2% |
| 1Y | -27.8% | +222.0% | -249.8% | -41.3% |
| 3Y | +36.3% | +92.6% | -56.3% | +3.3% |
| 5Y | -35.8% | -63.2% | +27.4% | -44.1% |
| All | +95.4% | +0.8% | +94.6% | +43.6% |
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 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