-3.0%
RSG vs IOVA
+259.8%
-262.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.7% | -4.9% | +0.8% |
| 7D | 0.0% | -2.2% | +2.2% | 0.0% |
| 30D | +4.0% | +27.6% | -23.6% | +4.1% |
| 3M | +7.4% | +117.2% | -109.8% | +7.9% |
| 6M | +0.1% | +77.7% | -77.6% | +0.7% |
| YTD | +6.0% | +215.0% | -209.0% | +6.8% |
| 1Y | -3.0% | +255.4% | -258.3% | -0.6% |
| All | -3.0% | +259.8% | -262.8% | -0.6% |
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