+28.3%
RDW vs IOVA
+299.5%
-271.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.4% |
| 7D | -3.1% | +9.7% | -12.9% | -4.4% |
| 30D | -1.8% | +102.5% | -104.3% | -12.5% |
| 3M | -50.9% | +100.7% | -151.5% | -56.2% |
| 6M | +13.5% | +106.3% | -92.9% | +0.4% |
| YTD | +38.6% | +222.0% | -183.4% | +19.6% |
| 1Y | +28.3% | +299.5% | -271.3% | +25.1% |
| All | +28.3% | +299.5% | -271.3% | +25.1% |
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 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