+205.3%
IOVA vs RVTY
+70.8%
+134.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.4% |
| 7D | -7.0% | -0.7% | -6.3% | -6.5% |
| 30D | -44.4% | +1.7% | -46.2% | -44.5% |
| 3M | +24.7% | +36.8% | -12.1% | +13.3% |
| 6M | +118.6% | +60.1% | +58.5% | +90.4% |
| YTD | +196.3% | +64.0% | +132.4% | +141.0% |
| 1Y | +205.3% | +68.2% | +137.1% | +141.0% |
| All | +205.3% | +70.8% | +134.5% | +141.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling