+474.3%
DINO vs IOVA
+3.8%
+470.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.1% | -0.2% |
| 7D | +1.5% | -6.4% | +7.9% | +1.9% |
| 30D | +25.9% | +25.4% | +0.5% | +23.9% |
| 3M | +53.2% | +115.3% | -62.2% | +44.5% |
| 6M | +105.5% | +56.5% | +48.9% | +96.5% |
| YTD | +139.2% | +198.2% | -58.9% | +117.0% |
| 1Y | +117.4% | +242.0% | -124.6% | +93.7% |
| 3Y | +99.3% | +36.8% | +62.5% | +77.0% |
| 5Y | +333.0% | -64.3% | +397.3% | +306.0% |
| All | +474.3% | +3.8% | +470.5% | +367.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling