+329.4%
DINO vs IOVA
-63.0%
+392.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +2.8% |
| 7D | +4.2% | +5.1% | -0.9% | +4.0% |
| 30D | +33.9% | +37.2% | -3.4% | +32.1% |
| 3M | +50.5% | +117.5% | -67.0% | +45.0% |
| 6M | +95.2% | +69.6% | +25.6% | +89.2% |
| YTD | +140.6% | +218.7% | -78.1% | +124.8% |
| 1Y | +119.0% | +265.5% | -146.6% | +101.9% |
| 3Y | +100.4% | +46.2% | +54.2% | +85.4% |
| All | +329.4% | -63.0% | +392.4% | +342.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling