-67.9%
IOVA vs RVTY
-7.4%
-60.4%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.8% | +1.0% | +2.1% |
| 7D | -5.2% | -1.2% | -4.0% | -4.0% |
| 30D | -37.8% | +1.0% | -38.8% | -37.7% |
| 3M | +29.5% | +35.8% | -6.4% | +9.4% |
| 6M | +96.6% | +56.7% | +39.9% | +50.0% |
| YTD | +194.5% | +60.7% | +133.8% | +115.9% |
| 1Y | +248.1% | +73.7% | +174.4% | +142.4% |
| 3Y | +86.1% | +82.8% | +3.4% | +31.2% |
| All | -67.9% | -7.4% | -60.4% | -69.3% |
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 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