+39.3%
DOCS vs IOVA
+152.9%
-113.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.5% | +7.8% | +6.4% |
| 7D | +1.2% | -41.3% | +42.5% | +2.2% |
| 30D | +21.3% | -38.5% | +59.8% | +22.4% |
| 3M | +58.4% | +99.5% | -41.2% | +65.7% |
| 6M | +39.3% | +126.0% | -86.7% | +44.1% |
| All | +39.3% | +152.9% | -113.6% | +44.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling