+273.8%
RTX vs IOVA
+28.7%
+245.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +3.5% |
| 7D | -3.2% | +1.9% | -5.1% | -3.3% |
| 30D | +5.6% | -44.1% | +49.7% | +8.0% |
| 3M | -11.7% | +28.9% | -40.6% | -14.1% |
| 6M | +12.3% | +125.7% | -113.4% | +5.0% |
| YTD | +8.2% | +199.3% | -191.1% | -1.3% |
| 1Y | +12.6% | +255.2% | -242.6% | +1.5% |
| 3Y | +152.8% | +106.8% | +46.0% | +118.4% |
| 5Y | +140.2% | -67.1% | +207.3% | +125.3% |
| 10Y | +273.8% | +16.7% | +257.1% | +214.7% |
| All | +273.8% | +28.7% | +245.1% | +214.7% |
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 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