+1,115.8%
DINO vs IOVA
-92.7%
+1,208.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.7% | +6.6% | +1.1% |
| 7D | +5.0% | -1.4% | +6.4% | +5.0% |
| 30D | -19.9% | -47.4% | +27.5% | -19.0% |
| 3M | +16.8% | +13.2% | +3.6% | +15.9% |
| 6M | +44.8% | +114.3% | -69.5% | +41.3% |
| YTD | +128.0% | +179.5% | -51.4% | +120.1% |
| 1Y | +95.0% | +200.4% | -105.4% | +87.7% |
| 3Y | +115.4% | +92.2% | +23.2% | +105.5% |
| 5Y | +252.6% | -63.8% | +316.4% | +242.7% |
| 10Y | +451.2% | +0.4% | +450.8% | +419.7% |
| All | +1,115.8% | -92.7% | +1,208.5% | +936.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling