+302.5%
DOV vs IOVA
+4.5%
+298.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.5% |
| 7D | +1.3% | -2.2% | +3.5% | +1.5% |
| 30D | -8.6% | +31.7% | -40.4% | -10.5% |
| 3M | -13.1% | +117.3% | -130.4% | -18.6% |
| 6M | -8.8% | +55.8% | -64.6% | -13.1% |
| YTD | -1.2% | +208.8% | -210.0% | -11.1% |
| 1Y | +10.7% | +255.7% | -245.0% | -2.1% |
| 3Y | +39.3% | +41.7% | -2.4% | +22.7% |
| 5Y | +16.4% | -64.9% | +81.3% | +8.4% |
| 10Y | +302.5% | +6.3% | +296.2% | +235.8% |
| All | +302.5% | +4.5% | +298.0% | +235.8% |
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 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