+794.9%
DRI vs IOVA
-91.6%
+886.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.6% | -0.6% |
| 7D | +0.6% | +9.7% | -9.2% | +0.4% |
| 30D | +3.8% | +102.5% | -98.7% | +2.2% |
| 3M | +13.0% | +100.7% | -87.7% | +11.1% |
| 6M | +8.3% | +106.3% | -98.0% | +6.3% |
| YTD | +20.6% | +222.0% | -201.4% | +17.1% |
| 1Y | +6.5% | +299.5% | -293.1% | +2.7% |
| 3Y | +53.7% | +42.9% | +10.8% | +48.7% |
| 5Y | +72.7% | -65.0% | +137.7% | +69.0% |
| 10Y | +363.2% | +10.3% | +352.9% | +349.3% |
| All | +794.9% | -91.6% | +886.5% | +758.2% |
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 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