+199.5%
PAAS vs IOVA
+9.2%
+190.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.5% |
| 7D | -2.9% | +9.7% | -12.6% | -3.5% |
| 30D | +6.8% | +102.5% | -95.7% | +1.0% |
| 3M | -2.9% | +100.7% | -103.6% | -8.3% |
| 6M | -16.4% | +106.3% | -122.8% | -21.8% |
| YTD | 0.0% | +222.0% | -222.0% | -9.8% |
| 1Y | +54.3% | +299.5% | -245.2% | +36.3% |
| 3Y | +230.7% | +42.9% | +187.7% | +195.4% |
| 5Y | +111.6% | -65.0% | +176.6% | +98.2% |
| All | +199.5% | +9.2% | +190.3% | +226.7% |
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