+25.9%
IOVA vs DOC
+14.9%
+10.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.2% | -10.8% | -10.9% |
| 7D | -19.0% | +6.2% | -25.3% | -21.2% |
| 30D | -40.3% | +6.5% | -46.7% | -42.3% |
| 3M | +78.3% | -6.2% | +84.6% | +81.3% |
| 6M | +94.5% | +25.6% | +68.9% | +72.1% |
| YTD | +183.5% | +32.1% | +151.4% | +145.0% |
| 1Y | +327.6% | +20.3% | +307.3% | +284.6% |
| 3Y | +83.8% | +42.7% | +41.1% | +57.0% |
| 5Y | -69.0% | -22.2% | -46.9% | -68.0% |
| All | +25.9% | +14.9% | +10.9% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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