+358.3%
DELL vs IOVA
+259.8%
+98.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.7% | +6.3% | +12.0% |
| 7D | +8.2% | -2.2% | +10.4% | +8.2% |
| 30D | +17.1% | +27.6% | -10.5% | +17.4% |
| 3M | +45.2% | +117.2% | -72.0% | +45.5% |
| 6M | +286.8% | +77.7% | +209.1% | +288.0% |
| YTD | +354.8% | +215.0% | +139.8% | +342.3% |
| 1Y | +358.3% | +255.4% | +102.9% | +356.8% |
| All | +358.3% | +259.8% | +98.4% | +356.8% |
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