+6.0%
ROP vs IOVA
+189.0%
-183.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.7% | +5.7% | -0.1% |
| 7D | -2.7% | -1.4% | -1.2% | -2.7% |
| 30D | +29.7% | -47.4% | +77.1% | +29.0% |
| 3M | +21.2% | +13.2% | +8.0% | +19.9% |
| 6M | +48.3% | +114.3% | -66.1% | +45.4% |
| YTD | +8.4% | +179.5% | -171.1% | +3.3% |
| 1Y | +6.0% | +200.4% | -194.4% | -0.1% |
| All | +6.0% | +189.0% | -183.0% | -0.1% |
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