+63.2%
DHI vs IOVA
-62.2%
+125.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.7% | -3.9% | +1.2% |
| 7D | -3.4% | -2.2% | -1.2% | -3.2% |
| 30D | -5.4% | +27.6% | -33.0% | -7.6% |
| 3M | -10.4% | +117.2% | -127.6% | -17.5% |
| 6M | -2.8% | +77.7% | -80.5% | -9.5% |
| YTD | -3.4% | +215.0% | -218.4% | -15.9% |
| 1Y | -22.9% | +255.4% | -278.3% | -34.4% |
| 3Y | +20.7% | +42.6% | -21.9% | +2.4% |
| All | +63.2% | -62.2% | +125.4% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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