+40.7%
DOV vs IOVA
+49.0%
-8.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.9% |
| 7D | -2.7% | +9.7% | -12.4% | -3.1% |
| 30D | -8.1% | +102.5% | -110.6% | -11.7% |
| 3M | -9.4% | +100.7% | -110.1% | -13.3% |
| 6M | -12.6% | +106.3% | -118.9% | -16.9% |
| YTD | -0.5% | +222.0% | -222.5% | -8.4% |
| 1Y | +9.2% | +299.5% | -290.3% | -1.5% |
| All | +40.7% | +49.0% | -8.3% | +24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling