+117.4%
DINO vs IOVA
+244.9%
-127.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.1% | -0.5% |
| 7D | +1.5% | -6.4% | +7.9% | +1.2% |
| 30D | +25.9% | +25.4% | +0.5% | +26.8% |
| 3M | +53.2% | +115.3% | -62.2% | +57.4% |
| 6M | +105.5% | +56.5% | +48.9% | +110.1% |
| YTD | +139.2% | +198.2% | -58.9% | +146.7% |
| 1Y | +117.4% | +242.0% | -124.6% | +121.5% |
| All | +117.4% | +244.9% | -127.5% | +121.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling