+275.2%
RTX vs IOVA
+6.6%
+268.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | -3.1% | +5.1% | -8.2% | -3.4% |
| 30D | -10.6% | +37.2% | -47.8% | -12.3% |
| 3M | +11.6% | +117.5% | -105.9% | +5.9% |
| 6M | -4.5% | +69.6% | -74.1% | -8.6% |
| YTD | +9.6% | +218.7% | -209.1% | +0.7% |
| 1Y | +30.8% | +265.5% | -234.7% | +18.6% |
| 3Y | +152.8% | +46.2% | +106.6% | +125.6% |
| 5Y | +167.1% | -63.2% | +230.3% | +150.9% |
| 10Y | +275.2% | +6.1% | +269.1% | +220.8% |
| All | +275.2% | +6.6% | +268.6% | +220.8% |
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