+13.3%
RTX vs IOVA
+189.0%
-175.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.7% | +4.2% | -1.4% |
| 7D | +3.4% | -1.4% | +4.8% | +3.4% |
| 30D | +8.4% | -47.4% | +55.8% | +8.9% |
| 3M | -10.7% | +13.2% | -23.9% | -12.3% |
| 6M | +11.7% | +114.3% | -102.6% | +5.9% |
| YTD | +9.3% | +179.5% | -170.2% | +4.2% |
| 1Y | +13.3% | +200.4% | -187.1% | +8.2% |
| All | +13.3% | +189.0% | -175.7% | +8.2% |
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