+114.2%
DAL vs IOVA
-67.3%
+181.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.6% | +3.7% | +5.1% |
| 7D | +10.0% | +1.9% | +8.2% | +9.8% |
| 30D | +12.0% | -44.1% | +56.2% | +16.9% |
| 3M | +0.8% | +28.9% | -28.1% | -3.9% |
| 6M | +26.2% | +125.7% | -99.5% | +11.5% |
| YTD | +33.7% | +199.3% | -165.6% | +12.6% |
| 1Y | +57.6% | +255.2% | -197.6% | +29.5% |
| 3Y | +183.5% | +106.8% | +76.6% | +119.1% |
| 5Y | +114.2% | -67.1% | +181.2% | +100.4% |
| All | +114.2% | -67.3% | +181.5% | +100.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling