+6.3%
IOVA vs PFGC
+287.3%
-281.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.7% |
| 7D | -2.2% | -3.7% | +1.5% | -0.9% |
| 30D | +31.7% | -16.0% | +47.7% | +39.9% |
| 3M | +117.3% | -4.1% | +121.4% | +119.8% |
| 6M | +55.8% | +8.7% | +47.1% | +49.9% |
| YTD | +208.8% | +6.4% | +202.4% | +197.1% |
| 1Y | +255.7% | -8.4% | +264.1% | +260.9% |
| 3Y | +41.7% | +61.8% | -20.1% | +19.0% |
| 5Y | -64.9% | +108.7% | -173.6% | -73.4% |
| 10Y | +6.3% | +298.1% | -291.8% | -47.4% |
| All | +6.3% | +287.3% | -281.0% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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