-63.3%
IOVA vs RVTY
-30.5%
-32.8%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.2% |
| 7D | +9.7% | +1.1% | +8.6% | +9.0% |
| 30D | +102.5% | +13.2% | +89.3% | +88.8% |
| 3M | +100.7% | +27.2% | +73.4% | +72.6% |
| 6M | +106.3% | +32.4% | +73.9% | +71.1% |
| YTD | +222.0% | +34.9% | +187.1% | +159.7% |
| 1Y | +299.5% | +52.4% | +247.2% | +195.8% |
| 3Y | +42.9% | +12.3% | +30.6% | +24.7% |
| All | -63.3% | -30.5% | -32.8% | -56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling