+19.2%
RSP vs IOVA
+235.7%
-216.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.3% | -7.0% | +6.7% | -0.2% |
| 30D | +4.4% | -44.4% | +48.9% | +4.8% |
| 3M | +1.3% | +24.7% | -23.4% | +0.3% |
| 6M | +10.0% | +118.6% | -108.7% | +7.4% |
| YTD | +17.6% | +196.3% | -178.7% | +13.9% |
| 1Y | +19.2% | +205.3% | -186.1% | +15.7% |
| All | +19.2% | +235.7% | -216.5% | +15.7% |
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