+299.5%
IOVA vs DAR
+104.4%
+195.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.1% |
| 7D | +9.7% | +1.4% | +8.4% | +9.6% |
| 30D | +102.5% | +12.8% | +89.7% | +100.6% |
| 3M | +100.7% | +7.4% | +93.3% | +99.1% |
| 6M | +106.3% | +22.3% | +84.1% | +102.2% |
| YTD | +222.0% | +81.1% | +140.9% | +195.4% |
| 1Y | +299.5% | +106.5% | +193.1% | +250.9% |
| All | +299.5% | +104.4% | +195.2% | +250.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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