+853.2%
IFF vs RVTY
+2,356.0%
-1,502.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.3% |
| 7D | -0.2% | +0.4% | -0.6% | -0.3% |
| 30D | -0.3% | +10.8% | -11.1% | -2.6% |
| 3M | +18.6% | +26.8% | -8.2% | +12.3% |
| 6M | +17.4% | +39.3% | -22.0% | +8.8% |
| YTD | +28.5% | +31.6% | -3.1% | +20.2% |
| 1Y | +32.5% | +47.7% | -15.2% | +20.7% |
| 3Y | +34.1% | +19.9% | +14.1% | +26.0% |
| 5Y | -35.2% | -32.3% | -2.8% | -32.2% |
| 10Y | -21.1% | +138.4% | -159.5% | -35.9% |
| All | +853.2% | +2,356.0% | -1,502.7% | +346.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RVTY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling