+679.7%
DOV vs IOVA
-92.3%
+772.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.4% |
| 7D | -0.7% | -8.5% | +7.8% | -0.6% |
| 30D | +12.3% | -44.7% | +57.0% | +13.3% |
| 3M | +1.2% | +26.2% | -25.1% | +0.3% |
| 6M | -3.1% | +123.2% | -126.3% | -5.3% |
| YTD | +9.4% | +196.0% | -186.6% | +5.9% |
| 1Y | +17.6% | +240.9% | -223.3% | +13.5% |
| 3Y | +66.5% | +103.5% | -37.0% | +59.8% |
| 5Y | +29.0% | -65.5% | +94.5% | +25.8% |
| 10Y | +329.8% | +7.0% | +322.8% | +310.4% |
| All | +679.7% | -92.3% | +772.0% | +618.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling