+22.8%
PAAS vs IOVA
+255.8%
-232.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | +1.1% |
| 7D | +8.4% | -5.2% | +13.6% | +8.8% |
| 30D | -7.2% | -37.8% | +30.6% | -3.7% |
| 3M | -14.0% | +29.5% | -43.5% | -17.2% |
| 6M | -26.8% | +96.6% | -123.3% | -32.7% |
| YTD | -19.8% | +194.5% | -214.3% | -31.3% |
| 1Y | +22.8% | +248.1% | -225.2% | +3.7% |
| All | +22.8% | +255.8% | -232.9% | +3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling