+212.8%
RDDT vs IOVA
-42.8%
+255.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.7% | -4.1% | +1.1% |
| 7D | +2.1% | -2.2% | +4.3% | +2.3% |
| 30D | +2.8% | +27.6% | -24.8% | +0.6% |
| 3M | -8.9% | +117.2% | -126.1% | -15.2% |
| 6M | +15.1% | +77.7% | -62.6% | +8.3% |
| YTD | -31.4% | +215.0% | -246.4% | -39.4% |
| 1Y | -39.4% | +255.4% | -294.8% | -47.5% |
| All | +212.8% | -42.8% | +255.6% | +134.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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