+2.8%
IOVA vs DAR
+311.7%
-308.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.2% |
| 7D | -3.5% | +11.6% | -15.0% | -7.8% |
| 30D | -45.4% | -10.2% | -35.1% | -43.1% |
| 3M | +19.0% | -14.8% | +33.8% | +25.9% |
| 6M | +112.0% | -10.1% | +122.1% | +118.1% |
| YTD | +184.2% | +55.5% | +128.7% | +128.0% |
| 1Y | +222.0% | +61.7% | +160.3% | +153.1% |
| 3Y | +92.6% | +37.2% | +55.4% | +57.4% |
| 5Y | -63.2% | -26.9% | -36.2% | -63.4% |
| All | +2.8% | +311.7% | -308.9% | -58.1% |
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