+6.7%
DBX vs IOVA
-63.5%
+70.2%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.9% |
| 7D | -1.3% | +5.1% | -6.4% | -1.6% |
| 30D | -2.9% | +37.2% | -40.1% | -5.2% |
| 3M | +23.8% | +117.5% | -93.7% | +15.5% |
| 6M | +26.2% | +69.6% | -43.4% | +19.2% |
| YTD | +21.6% | +218.7% | -197.1% | +7.8% |
| 1Y | +11.4% | +265.5% | -254.1% | -3.2% |
| 3Y | +21.3% | +46.2% | -24.9% | +3.6% |
| 5Y | +6.7% | -63.2% | +69.9% | +0.6% |
| All | +6.7% | -63.5% | +70.2% | +0.6% |
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