+378.0%
IOVA vs PSLV
+7.9%
+370.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.0% | -7.5% | -2.9% |
| 7D | -41.3% | -2.6% | -38.6% | -40.6% |
| 30D | -38.5% | -14.2% | -24.4% | -36.2% |
| 3M | +99.5% | -12.2% | +111.8% | +106.6% |
| 6M | +126.0% | -28.1% | +154.1% | +140.5% |
| YTD | +218.7% | -28.2% | +246.9% | +244.2% |
| 1Y | +378.0% | +9.1% | +368.9% | +467.0% |
| All | +378.0% | +7.9% | +370.1% | +467.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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