+30.8%
RTX vs IOVA
+250.8%
-220.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -1.0% |
| 7D | -3.1% | +5.1% | -8.2% | -3.2% |
| 30D | -10.6% | +37.2% | -47.8% | -11.6% |
| 3M | +11.6% | +117.5% | -105.9% | +7.7% |
| 6M | -4.5% | +69.6% | -74.1% | -7.8% |
| YTD | +9.6% | +218.7% | -209.1% | +4.8% |
| 1Y | +30.8% | +265.5% | -234.7% | +24.8% |
| All | +30.8% | +250.8% | -220.0% | +24.8% |
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 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