+265.5%
IOVA vs RVTY
+48.7%
+216.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.2% |
| 7D | +5.1% | +0.4% | +4.7% | +5.0% |
| 30D | +37.2% | +10.8% | +26.4% | +33.3% |
| 3M | +117.5% | +26.8% | +90.7% | +103.0% |
| 6M | +69.6% | +39.3% | +30.3% | +52.3% |
| YTD | +218.7% | +31.6% | +187.1% | +181.5% |
| 1Y | +265.5% | +47.7% | +217.9% | +204.3% |
| All | +265.5% | +48.7% | +216.9% | +204.3% |
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