+50.5%
DRAM vs IOVA
+144.6%
-94.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +6.2% |
| 7D | -9.8% | +1.9% | -11.7% | -9.6% |
| 30D | -26.9% | -44.1% | +17.2% | -24.1% |
| 3M | -17.4% | +28.9% | -46.3% | -15.8% |
| 6M | -20.9% | +125.7% | -146.6% | -19.5% |
| All | +50.5% | +144.6% | -94.1% | +54.6% |
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 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