+200.4%
IOVA vs DAR
+59.8%
+140.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.2% | -7.9% | -5.6% |
| 7D | -1.4% | +9.2% | -10.6% | -1.2% |
| 30D | -47.4% | -12.3% | -35.1% | -48.1% |
| 3M | +13.2% | -12.7% | +25.9% | +12.1% |
| 6M | +114.3% | -12.8% | +127.1% | +109.3% |
| YTD | +179.5% | +53.8% | +125.7% | +215.1% |
| 1Y | +200.4% | +60.3% | +140.1% | +232.7% |
| All | +200.4% | +59.8% | +140.6% | +232.7% |
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