+54.3%
DOCN vs IOVA
+323.0%
-268.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -11.0% | -4.8% | -14.4% |
| 7D | -29.3% | -19.0% | -10.2% | -27.2% |
| 30D | -46.0% | -40.3% | -5.8% | -42.8% |
| 3M | -43.2% | +78.3% | -121.5% | -47.4% |
| 6M | -53.7% | +94.5% | -148.2% | -58.0% |
| YTD | +46.9% | +183.5% | -136.6% | +21.2% |
| 1Y | +54.3% | +327.6% | -273.3% | +20.3% |
| All | +54.3% | +323.0% | -268.6% | +20.3% |
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 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