+18.4%
DOV vs IOVA
-63.5%
+82.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.0% |
| 7D | +2.5% | +5.1% | -2.5% | +2.3% |
| 30D | -7.5% | +37.2% | -44.7% | -9.3% |
| 3M | -9.7% | +117.5% | -127.2% | -14.4% |
| 6M | -6.1% | +69.6% | -75.7% | -10.1% |
| YTD | +0.5% | +218.7% | -218.2% | -8.2% |
| 1Y | +10.5% | +265.5% | -255.0% | -0.6% |
| 3Y | +41.7% | +46.2% | -4.5% | +27.0% |
| 5Y | +18.4% | -63.2% | +81.7% | +8.6% |
| All | +18.4% | -63.5% | +82.0% | +8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling