+476.6%
DINO vs IOVA
+7.5%
+469.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | 0.0% |
| 7D | +2.0% | -2.2% | +4.2% | +2.1% |
| 30D | +27.7% | +31.7% | -4.0% | +25.3% |
| 3M | +56.3% | +117.3% | -61.0% | +47.4% |
| 6M | +107.6% | +55.8% | +51.7% | +98.6% |
| YTD | +140.2% | +208.8% | -68.6% | +117.4% |
| 1Y | +113.0% | +255.7% | -142.7% | +89.4% |
| 3Y | +100.1% | +41.7% | +58.4% | +77.3% |
| 5Y | +328.7% | -64.9% | +393.6% | +303.3% |
| All | +476.6% | +7.5% | +469.0% | +368.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling