-60.4%
IOVA vs DAR
-27.0%
-33.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.3% |
| 7D | -3.5% | +11.6% | -15.0% | -7.5% |
| 30D | -45.4% | -10.2% | -35.1% | -43.3% |
| 3M | +19.0% | -14.8% | +33.8% | +25.5% |
| 6M | +112.0% | -10.1% | +122.1% | +117.6% |
| YTD | +184.2% | +55.5% | +128.7% | +129.6% |
| 1Y | +222.0% | +61.7% | +160.3% | +154.9% |
| 3Y | +92.6% | +37.2% | +55.4% | +58.0% |
| All | -60.4% | -27.0% | -33.4% | -61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling