+1.1%
IOVA vs DAR
+307.1%
-306.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.2% | -7.9% | -6.6% |
| 7D | -1.4% | +9.2% | -10.6% | -5.0% |
| 30D | -47.4% | -12.3% | -35.1% | -44.7% |
| 3M | +13.2% | -12.7% | +25.9% | +18.5% |
| 6M | +114.3% | -12.8% | +127.1% | +123.1% |
| YTD | +179.5% | +53.8% | +125.7% | +125.2% |
| 1Y | +200.4% | +60.3% | +140.1% | +136.9% |
| 3Y | +92.2% | +31.7% | +60.4% | +59.5% |
| 5Y | -63.8% | -27.7% | -36.0% | -63.9% |
| All | +1.1% | +307.1% | -306.0% | -58.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling