-5.3%
TSN vs IOVA
+299.5%
-304.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.7% |
| 7D | -6.3% | +9.7% | -16.1% | -6.7% |
| 30D | -10.8% | +102.5% | -113.3% | -13.9% |
| 3M | -8.8% | +100.7% | -109.4% | -12.1% |
| 6M | -16.8% | +106.3% | -123.2% | -20.6% |
| YTD | -10.0% | +222.0% | -232.0% | -16.0% |
| 1Y | -5.3% | +299.5% | -304.8% | -11.8% |
| All | -5.3% | +299.5% | -304.8% | -11.8% |
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