+186.4%
PAAS vs IOVA
+28.7%
+157.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.3% | +2.8% |
| 7D | +8.8% | +1.9% | +7.0% | +8.6% |
| 30D | -8.5% | -44.1% | +35.7% | -5.2% |
| 3M | -17.0% | +28.9% | -45.9% | -19.4% |
| 6M | -27.9% | +125.7% | -153.6% | -33.2% |
| YTD | -17.5% | +199.3% | -216.7% | -25.8% |
| 1Y | +22.8% | +255.2% | -232.4% | +8.9% |
| 3Y | +224.2% | +106.8% | +117.4% | +181.5% |
| 5Y | +73.6% | -67.1% | +140.7% | +61.9% |
| 10Y | +186.4% | +16.7% | +169.6% | +207.2% |
| All | +186.4% | +28.7% | +157.7% | +207.2% |
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