+633.1%
DELL vs IOVA
-65.6%
+698.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.1% | +11.6% | +11.7% |
| 7D | +0.4% | -7.0% | +7.4% | +0.8% |
| 30D | -35.1% | -44.4% | +9.3% | -33.4% |
| 3M | -15.1% | +24.7% | -39.8% | -16.4% |
| 6M | +51.7% | +118.6% | -66.9% | +44.0% |
| YTD | +200.0% | +196.3% | +3.6% | +177.2% |
| 1Y | +172.1% | +205.3% | -33.1% | +150.6% |
| 3Y | +431.2% | +103.8% | +327.4% | +400.9% |
| 5Y | +633.1% | -65.6% | +698.7% | +577.3% |
| All | +633.1% | -65.6% | +698.7% | +577.3% |
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