+18.8%
TXG vs IOVA
-57.5%
+76.3%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.1% |
| 7D | +1.8% | +9.7% | -7.9% | -0.2% |
| 30D | +32.0% | +102.5% | -70.5% | +11.1% |
| 3M | +87.0% | +100.7% | -13.7% | +55.5% |
| 6M | +180.1% | +106.3% | +73.7% | +125.8% |
| YTD | +284.1% | +222.0% | +62.1% | +173.9% |
| 1Y | +361.7% | +299.5% | +62.1% | +206.3% |
| 3Y | +15.9% | +42.9% | -27.0% | -18.0% |
| 5Y | -66.2% | -65.0% | -1.2% | -71.4% |
| All | +18.8% | -57.5% | +76.3% | +9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling