+334.8%
DOV vs IOVA
+7.2%
+327.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.1% | -7.0% | +6.9% | +0.3% |
| 30D | +11.3% | -44.4% | +55.7% | +14.6% |
| 3M | +2.2% | +24.7% | -22.5% | -0.8% |
| 6M | -2.9% | +118.6% | -121.6% | -10.4% |
| YTD | +9.6% | +196.3% | -186.7% | -2.2% |
| 1Y | +16.7% | +205.3% | -188.6% | +3.6% |
| 3Y | +66.9% | +103.8% | -36.9% | +42.2% |
| 5Y | +32.0% | -65.6% | +97.6% | +21.7% |
| 10Y | +334.8% | +6.4% | +328.3% | +263.8% |
| All | +334.8% | +7.2% | +327.6% | +263.8% |
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