+188.9%
PAAS vs IOVA
+34.0%
+154.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | +1.2% |
| 7D | +8.4% | -5.2% | +13.6% | +8.7% |
| 30D | -7.2% | -37.8% | +30.6% | -4.6% |
| 3M | -14.0% | +29.5% | -43.5% | -16.5% |
| 6M | -26.8% | +96.6% | -123.3% | -31.6% |
| YTD | -19.8% | +194.5% | -214.3% | -27.9% |
| 1Y | +22.8% | +248.1% | -225.2% | +9.0% |
| 3Y | +183.6% | +86.1% | +97.5% | +147.9% |
| 5Y | +73.8% | -67.8% | +141.7% | +62.3% |
| All | +188.9% | +34.0% | +154.9% | +215.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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