+49.9%
TRV vs IOVA
+362.8%
-312.9%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +3.5% |
| 7D | +3.9% | -41.3% | +45.1% | +3.9% |
| 30D | +13.5% | -38.5% | +52.0% | +13.4% |
| 3M | +8.9% | +99.5% | -90.7% | +7.8% |
| 6M | +36.8% | +126.0% | -89.2% | +35.4% |
| YTD | +42.7% | +218.7% | -176.0% | +40.7% |
| 1Y | +49.9% | +378.0% | -328.2% | +46.9% |
| All | +49.9% | +362.8% | -312.9% | +46.9% |
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