+52.6%
IOVA vs PFGC
+419.1%
-366.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.2% |
| 7D | +9.7% | -2.2% | +11.9% | +10.6% |
| 30D | +102.5% | -11.9% | +114.5% | +111.9% |
| 3M | +100.7% | +5.0% | +95.7% | +96.3% |
| 6M | +106.3% | +8.6% | +97.7% | +98.4% |
| YTD | +222.0% | +9.7% | +212.3% | +206.7% |
| 1Y | +299.5% | -6.3% | +305.8% | +302.1% |
| 3Y | +42.9% | +58.2% | -15.3% | +21.2% |
| 5Y | -65.0% | +110.4% | -175.4% | -73.4% |
| 10Y | +10.3% | +272.8% | -262.5% | -38.9% |
| All | +52.6% | +419.1% | -366.5% | -23.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling