-27.5%
TRMB vs IOVA
+202.8%
-230.3%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.7% | +4.5% | -1.0% |
| 7D | +4.1% | -1.4% | +5.5% | +4.1% |
| 30D | -7.0% | -47.4% | +40.4% | -6.1% |
| 3M | -0.9% | +13.2% | -14.1% | -2.4% |
| 6M | -1.2% | +114.3% | -115.5% | -5.5% |
| YTD | -28.7% | +179.5% | -208.2% | -32.3% |
| All | -27.5% | +202.8% | -230.3% | -31.2% |
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