+240.9%
IOVA vs RVTY
+74.8%
+166.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.6% |
| 7D | -8.5% | -2.7% | -5.8% | -7.0% |
| 30D | -44.7% | +3.2% | -48.0% | -45.1% |
| 3M | +26.2% | +37.2% | -10.9% | +14.0% |
| 6M | +123.2% | +57.7% | +65.5% | +93.6% |
| YTD | +196.0% | +64.8% | +131.1% | +135.9% |
| 1Y | +240.9% | +72.8% | +168.1% | +153.4% |
| All | +240.9% | +74.8% | +166.1% | +153.4% |
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