+113.7%
DINO vs IOVA
+95.6%
+18.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.7% | +6.6% | +1.1% |
| 7D | +5.0% | -1.4% | +6.4% | +5.1% |
| 30D | -19.9% | -47.4% | +27.5% | -18.9% |
| 3M | +16.8% | +13.2% | +3.6% | +15.3% |
| 6M | +44.8% | +114.3% | -69.5% | +39.0% |
| YTD | +128.0% | +179.5% | -51.4% | +113.5% |
| 1Y | +95.0% | +200.4% | -105.4% | +81.4% |
| All | +113.7% | +95.6% | +18.1% | +88.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling