+95.0%
DINO vs IOVA
+51.6%
+43.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.7% |
| 7D | +5.7% | +9.7% | -4.0% | +5.4% |
| 30D | +27.8% | +102.5% | -74.7% | +24.3% |
| 3M | +45.6% | +100.7% | -55.1% | +41.3% |
| 6M | +88.5% | +106.3% | -17.9% | +81.7% |
| YTD | +134.1% | +222.0% | -87.9% | +119.5% |
| 1Y | +111.1% | +299.5% | -188.4% | +94.0% |
| All | +95.0% | +51.6% | +43.5% | +82.3% |
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