+52.5%
DAL vs IOVA
+255.8%
-203.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.9% | -1.7% | +2.1% |
| 7D | +8.8% | -5.2% | +14.0% | +8.9% |
| 30D | +5.4% | -37.8% | +43.2% | +6.3% |
| 3M | -4.9% | +29.5% | -34.4% | -6.5% |
| 6M | +19.8% | +96.6% | -76.7% | +14.5% |
| YTD | +27.0% | +194.5% | -167.5% | +19.0% |
| 1Y | +52.5% | +248.1% | -195.6% | +42.9% |
| All | +52.5% | +255.8% | -203.3% | +42.9% |
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