+265.5%
IOVA vs PFG
+48.9%
+216.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.5% |
| 7D | +5.1% | +6.0% | -0.9% | +2.7% |
| 30D | +37.2% | +2.2% | +35.0% | +35.8% |
| 3M | +117.5% | +10.4% | +107.1% | +106.8% |
| 6M | +69.6% | +27.8% | +41.8% | +49.2% |
| YTD | +218.7% | +33.6% | +185.0% | +173.5% |
| 1Y | +265.5% | +49.3% | +216.2% | +199.3% |
| All | +265.5% | +48.9% | +216.6% | +199.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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