+48.1%
PAAS vs IOVA
-63.3%
+111.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.7% |
| 7D | -8.9% | -3.5% | -5.4% | -8.6% |
| 30D | -11.4% | -45.4% | +34.0% | -7.8% |
| 3M | -20.4% | +19.0% | -39.5% | -22.5% |
| 6M | -40.7% | +112.0% | -152.7% | -45.2% |
| YTD | -26.9% | +184.2% | -211.2% | -34.8% |
| 1Y | -3.1% | +222.0% | -225.1% | -14.5% |
| 3Y | +199.3% | +92.6% | +106.7% | +156.7% |
| All | +48.1% | -63.3% | +111.4% | +41.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling