-48.1%
DOCS vs IOVA
+323.0%
-371.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -11.0% | +6.7% | -4.1% |
| 7D | -1.3% | -19.0% | +17.7% | -1.1% |
| 30D | +19.4% | -40.3% | +59.7% | +20.2% |
| 3M | +53.4% | +78.3% | -24.9% | +57.3% |
| 6M | +28.8% | +94.5% | -65.7% | +31.7% |
| YTD | -25.1% | +183.5% | -208.6% | -24.1% |
| 1Y | -48.1% | +327.6% | -375.8% | -48.4% |
| All | -48.1% | +323.0% | -371.1% | -48.4% |
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