+11.1%
RDW vs IOVA
+362.8%
-351.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.5% | -4.8% |
| 7D | -14.3% | -41.3% | +26.9% | -10.9% |
| 30D | -26.0% | -38.5% | +12.5% | -23.4% |
| 3M | -27.4% | +99.5% | -126.9% | -36.3% |
| 6M | -10.6% | +126.0% | -136.6% | -22.1% |
| YTD | +1.6% | +218.7% | -217.1% | -10.8% |
| 1Y | +11.1% | +378.0% | -366.9% | +10.5% |
| All | +11.1% | +362.8% | -351.7% | +10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling