+1,284.0%
DHR vs IOVA
-92.6%
+1,376.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.3% |
| 7D | +1.2% | -3.5% | +4.7% | +1.3% |
| 30D | +3.7% | -45.4% | +49.1% | +4.6% |
| 3M | +14.5% | +19.0% | -4.5% | +13.7% |
| 6M | +40.9% | +112.0% | -71.1% | +38.1% |
| YTD | +2.4% | +184.2% | -181.8% | -0.5% |
| 1Y | +6.1% | +222.0% | -215.9% | +2.9% |
| 3Y | +21.0% | +92.6% | -71.5% | +16.8% |
| 5Y | -11.4% | -63.2% | +51.8% | -13.5% |
| 10Y | +241.8% | +2.1% | +239.7% | +229.2% |
| All | +1,284.0% | -92.6% | +1,376.6% | +1,198.1% |
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