+9.3%
IOVA vs DOC
-2.1%
+11.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.8% |
| 7D | +9.7% | -1.5% | +11.2% | +10.5% |
| 30D | +102.5% | -4.8% | +107.3% | +106.1% |
| 3M | +100.7% | +6.9% | +93.8% | +93.6% |
| 6M | +106.3% | +20.7% | +85.6% | +87.5% |
| YTD | +222.0% | +34.1% | +187.8% | +178.4% |
| 1Y | +299.5% | +22.6% | +276.9% | +260.1% |
| 3Y | +42.9% | +20.8% | +22.1% | +29.9% |
| 5Y | -65.0% | -24.9% | -40.1% | -63.2% |
| All | +9.3% | -2.1% | +11.4% | +11.7% |
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