+16.7%
IOVA vs DAR
+288.2%
-271.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.7% | -3.0% | -0.3% |
| 7D | +1.9% | -2.8% | +4.6% | +3.1% |
| 30D | -44.1% | -12.8% | -31.3% | -41.1% |
| 3M | +28.9% | -11.6% | +40.4% | +34.2% |
| 6M | +125.7% | -16.8% | +142.5% | +139.8% |
| YTD | +199.3% | +45.9% | +153.4% | +146.7% |
| 1Y | +255.2% | +61.5% | +193.7% | +179.7% |
| 3Y | +106.8% | +23.0% | +83.9% | +76.8% |
| 5Y | -67.1% | -35.8% | -31.2% | -65.3% |
| 10Y | +16.7% | +280.4% | -263.7% | -50.1% |
| All | +16.7% | +288.2% | -271.5% | -50.1% |
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