+95.7%
DOCU vs IOVA
-45.0%
+140.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.1% |
| 7D | -4.8% | +1.9% | -6.6% | -5.2% |
| 30D | +9.4% | -44.1% | +53.5% | +17.0% |
| 3M | +29.0% | +28.9% | +0.2% | +20.1% |
| 6M | +62.3% | +125.7% | -63.4% | +34.2% |
| YTD | +13.7% | +199.3% | -185.6% | -12.9% |
| 1Y | +11.5% | +255.2% | -243.7% | -17.6% |
| 3Y | +94.2% | +106.8% | -12.7% | +27.6% |
| 5Y | -71.7% | -67.1% | -4.7% | -75.7% |
| All | +95.7% | -45.0% | +140.7% | +24.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling