+6.1%
IOVA vs RVTY
+140.1%
-134.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | +0.6% |
| 7D | +5.1% | +0.4% | +4.7% | +4.8% |
| 30D | +37.2% | +10.8% | +26.4% | +28.7% |
| 3M | +117.5% | +26.8% | +90.7% | +83.9% |
| 6M | +69.6% | +39.3% | +30.3% | +33.2% |
| YTD | +218.7% | +31.6% | +187.1% | +154.2% |
| 1Y | +265.5% | +47.7% | +217.9% | +166.7% |
| 3Y | +46.2% | +19.9% | +26.3% | +22.7% |
| 5Y | -63.2% | -32.3% | -30.9% | -57.7% |
| 10Y | +6.1% | +138.4% | -132.3% | -61.9% |
| All | +6.1% | +140.1% | -134.0% | -61.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling