+144.2%
RTX vs IOVA
+85.3%
+58.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -1.3% |
| 7D | -5.1% | -5.2% | 0.0% | -5.1% |
| 30D | +5.1% | -37.8% | +42.9% | +5.6% |
| 3M | -14.8% | +29.5% | -44.3% | -15.9% |
| 6M | +8.0% | +96.6% | -88.5% | +5.1% |
| YTD | +4.5% | +194.5% | -190.0% | +0.6% |
| 1Y | +9.8% | +248.1% | -238.2% | +5.4% |
| 3Y | +144.2% | +86.1% | +58.1% | +132.2% |
| All | +144.2% | +85.3% | +58.9% | +132.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling