+420.8%
RSG vs IOVA
+9.7%
+411.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.7% | -4.9% | +0.6% |
| 7D | 0.0% | -2.2% | +2.2% | +0.1% |
| 30D | +4.0% | +27.6% | -23.6% | +3.3% |
| 3M | +7.4% | +117.2% | -109.8% | +4.9% |
| 6M | +0.1% | +77.7% | -77.6% | -1.9% |
| YTD | +6.0% | +215.0% | -209.0% | +2.0% |
| 1Y | -3.0% | +255.4% | -258.3% | -7.3% |
| 3Y | +56.5% | +42.6% | +13.9% | +48.4% |
| 5Y | +90.9% | -62.2% | +153.2% | +85.7% |
| All | +420.8% | +9.7% | +411.1% | +383.3% |
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