+1,106.2%
DELL vs IOVA
-64.1%
+1,170.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.4% |
| 7D | +8.7% | -2.2% | +11.0% | +8.9% |
| 30D | +16.9% | +31.7% | -14.8% | +15.3% |
| 3M | +40.4% | +117.3% | -76.8% | +34.0% |
| 6M | +267.1% | +55.8% | +211.2% | +255.0% |
| YTD | +329.1% | +208.8% | +120.3% | +296.8% |
| 1Y | +346.9% | +255.7% | +91.2% | +307.7% |
| 3Y | +696.6% | +41.7% | +655.0% | +652.4% |
| 5Y | +1,106.2% | -64.9% | +1,171.1% | +1,053.6% |
| All | +1,106.2% | -64.1% | +1,170.3% | +1,053.6% |
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 2021-09-09 to 2026-09-09: 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling