+205.3%
IOVA vs DAR
+65.2%
+140.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -4.9% | +0.2% |
| 7D | -7.0% | +3.6% | -10.6% | -6.9% |
| 30D | -44.4% | -11.3% | -33.2% | -45.1% |
| 3M | +24.7% | -13.1% | +37.8% | +23.4% |
| 6M | +118.6% | -15.1% | +133.8% | +112.9% |
| YTD | +196.3% | +50.5% | +145.8% | +234.2% |
| 1Y | +205.3% | +57.9% | +147.4% | +236.9% |
| All | +205.3% | +65.2% | +140.0% | +236.9% |
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