+275.4%
RMD vs IOVA
+4.5%
+271.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.3% |
| 7D | -4.7% | -2.2% | -2.5% | -4.6% |
| 30D | +0.2% | +31.7% | -31.5% | -1.9% |
| 3M | +12.0% | +117.3% | -105.3% | +4.5% |
| 6M | -12.5% | +55.8% | -68.4% | -16.9% |
| YTD | -7.9% | +208.8% | -216.7% | -17.7% |
| 1Y | -20.4% | +255.7% | -276.1% | -30.2% |
| 3Y | +53.1% | +41.7% | +11.4% | +33.4% |
| 5Y | -22.1% | -64.9% | +42.8% | -27.7% |
| 10Y | +275.4% | +6.3% | +269.1% | +186.5% |
| All | +275.4% | +4.5% | +271.0% | +186.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling