+558.1%
RSP vs IOVA
-92.2%
+650.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.7% | +2.2% |
| 7D | +0.4% | +1.9% | -1.4% | +0.4% |
| 30D | +3.7% | -44.1% | +47.8% | +4.6% |
| 3M | +0.8% | +28.9% | -28.1% | -0.1% |
| 6M | +9.1% | +125.7% | -116.6% | +6.8% |
| YTD | +16.7% | +199.3% | -182.5% | +13.4% |
| 1Y | +19.7% | +255.2% | -235.5% | +15.8% |
| 3Y | +66.7% | +106.8% | -40.1% | +60.5% |
| 5Y | +48.7% | -67.1% | +115.8% | +45.4% |
| 10Y | +215.6% | +16.7% | +198.8% | +203.3% |
| All | +558.1% | -92.2% | +650.3% | +515.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling