+17.8%
RDW vs IOVA
+50.2%
-32.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +2.3% |
| 7D | +4.8% | -6.4% | +11.3% | +6.3% |
| 30D | -19.5% | +25.4% | -45.0% | -24.5% |
| 3M | -26.9% | +115.3% | -142.2% | -41.3% |
| 6M | +17.8% | +56.5% | -38.8% | +7.5% |
| All | +17.8% | +50.2% | -32.4% | +7.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling