+3,047.2%
DELL vs IOVA
-14.7%
+3,061.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.7% | -8.9% | -7.3% |
| 7D | +4.9% | -3.5% | +8.4% | +5.1% |
| 30D | -32.1% | -45.4% | +13.3% | -29.5% |
| 3M | -30.2% | +19.0% | -49.3% | -31.6% |
| 6M | +41.7% | +112.0% | -70.3% | +31.6% |
| YTD | +176.6% | +184.2% | -7.7% | +148.3% |
| 1Y | +159.9% | +222.0% | -62.1% | +130.7% |
| 3Y | +388.0% | +92.6% | +295.4% | +326.3% |
| 5Y | +578.2% | -63.2% | +641.4% | +530.5% |
| 10Y | +2,653.4% | +2.1% | +2,651.3% | +2,216.3% |
| All | +3,047.2% | -14.7% | +3,061.9% | +2,646.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling