+345.5%
DRI vs IOVA
+28.7%
+316.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.4% |
| 7D | +3.1% | +1.9% | +1.2% | +2.8% |
| 30D | +16.2% | -44.1% | +60.4% | +20.5% |
| 3M | +8.4% | +28.9% | -20.5% | +3.9% |
| 6M | +19.0% | +125.7% | -106.7% | +7.1% |
| YTD | +28.8% | +199.3% | -170.4% | +11.1% |
| 1Y | +33.1% | +255.2% | -222.1% | +12.5% |
| 3Y | +70.8% | +106.8% | -36.1% | +36.3% |
| 5Y | +74.2% | -67.1% | +141.3% | +59.3% |
| 10Y | +345.5% | +16.7% | +328.8% | +280.2% |
| All | +345.5% | +28.7% | +316.9% | +280.2% |
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