+248.2%
PAAS vs IOVA
+44.8%
+203.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.5% |
| 7D | -2.9% | +9.7% | -12.6% | -3.6% |
| 30D | +6.8% | +102.5% | -95.7% | +0.7% |
| 3M | -2.9% | +100.7% | -103.6% | -8.6% |
| 6M | -16.4% | +106.3% | -122.8% | -22.2% |
| YTD | 0.0% | +222.0% | -222.0% | -10.5% |
| 1Y | +54.3% | +299.5% | -245.2% | +35.1% |
| All | +248.2% | +44.8% | +203.4% | +197.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling