+4.2%
DRI vs IOVA
+250.8%
-246.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.8% |
| 7D | -1.2% | +5.1% | -6.3% | -1.2% |
| 30D | -0.4% | +37.2% | -37.6% | -0.6% |
| 3M | +9.5% | +117.5% | -108.0% | +9.1% |
| 6M | +6.5% | +69.6% | -63.1% | +5.4% |
| YTD | +18.4% | +218.7% | -200.3% | +19.5% |
| 1Y | +4.2% | +265.5% | -261.3% | +7.4% |
| All | +4.2% | +250.8% | -246.6% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling