+157.0%
RTX vs IOVA
+99.0%
+58.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | +0.1% |
| 7D | +4.8% | -3.5% | +8.3% | +4.8% |
| 30D | +6.5% | -45.4% | +51.9% | +7.3% |
| 3M | -9.6% | +19.0% | -28.7% | -10.6% |
| 6M | +12.3% | +112.0% | -99.7% | +9.1% |
| YTD | +9.5% | +184.2% | -174.8% | +5.5% |
| 1Y | +15.8% | +222.0% | -206.1% | +11.3% |
| 3Y | +157.0% | +92.6% | +64.4% | +146.4% |
| All | +157.0% | +99.0% | +58.0% | +146.4% |
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