+91.0%
DOCN vs IOVA
+207.9%
-116.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.7% | -5.9% | -4.4% |
| 7D | +19.1% | -3.5% | +22.6% | +19.6% |
| 30D | -21.0% | -45.4% | +24.4% | -15.7% |
| 3M | -34.7% | +19.0% | -53.8% | -36.0% |
| 6M | -45.8% | +112.0% | -157.8% | -51.8% |
| YTD | +79.4% | +184.2% | -104.9% | +44.4% |
| 1Y | +91.0% | +222.0% | -131.0% | +51.8% |
| All | +91.0% | +207.9% | -116.9% | +51.8% |
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