+6.8%
DVN vs IOVA
+41.0%
-34.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.1% | +4.3% | +1.3% |
| 7D | -0.1% | -2.2% | +2.1% | 0.0% |
| 30D | +8.0% | +31.7% | -23.7% | +6.6% |
| 3M | +11.9% | +117.3% | -105.3% | +7.7% |
| 6M | +10.6% | +55.8% | -45.2% | +7.8% |
| YTD | +35.4% | +208.8% | -173.4% | +26.3% |
| 1Y | +46.5% | +255.7% | -209.2% | +34.8% |
| All | +6.8% | +41.0% | -34.2% | -2.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling