+9.2%
DOV vs IOVA
+299.5%
-290.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.9% |
| 7D | -2.7% | +9.7% | -12.4% | -2.8% |
| 30D | -8.1% | +102.5% | -110.6% | -9.1% |
| 3M | -9.4% | +100.7% | -110.1% | -10.5% |
| 6M | -12.6% | +106.3% | -118.9% | -13.9% |
| YTD | -0.5% | +222.0% | -222.5% | -2.8% |
| 1Y | +9.2% | +299.5% | -290.3% | +6.4% |
| All | +9.2% | +299.5% | -290.3% | +6.4% |
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