+184.4%
ROP vs IOVA
+0.8%
+183.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.4% |
| 7D | +0.7% | -3.5% | +4.2% | +0.8% |
| 30D | +28.8% | -45.4% | +74.2% | +31.4% |
| 3M | +21.1% | +19.0% | +2.0% | +18.6% |
| 6M | +52.5% | +112.0% | -59.5% | +44.1% |
| YTD | +8.9% | +184.2% | -175.4% | +0.4% |
| 1Y | +8.2% | +222.0% | -213.8% | -1.0% |
| 3Y | -5.2% | +92.6% | -97.7% | -16.0% |
| 5Y | +1.7% | -63.2% | +64.9% | -4.5% |
| All | +184.4% | +0.8% | +183.6% | +142.0% |
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