-92.7%
IOVA vs DAR
+402.9%
-495.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.0% | +4.9% | +4.2% |
| 7D | -5.2% | -9.9% | +4.8% | -1.6% |
| 30D | -37.8% | -16.4% | -21.4% | -34.0% |
| 3M | +29.5% | -17.1% | +46.5% | +37.1% |
| 6M | +96.6% | -20.5% | +117.0% | +110.6% |
| YTD | +194.5% | +39.4% | +155.1% | +154.9% |
| 1Y | +248.1% | +57.2% | +190.8% | +188.0% |
| 3Y | +86.1% | +13.9% | +72.2% | +68.5% |
| 5Y | -67.8% | -40.8% | -27.0% | -65.4% |
| 10Y | +38.6% | +276.2% | -237.6% | -17.5% |
| All | -92.7% | +402.9% | -495.6% | -95.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling