+14.9%
DIA vs IOVA
+362.8%
-347.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.1% |
| 7D | +1.6% | -41.3% | +42.9% | +2.2% |
| 30D | +4.1% | -38.5% | +42.6% | +4.6% |
| 3M | -1.0% | +99.5% | -100.6% | -2.6% |
| 6M | +9.7% | +126.0% | -116.3% | +7.3% |
| YTD | +12.2% | +218.7% | -206.5% | +9.1% |
| 1Y | +14.9% | +378.0% | -363.2% | +11.3% |
| All | +14.9% | +362.8% | -347.9% | +11.3% |
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 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