+112.9%
PAAS vs IOVA
-91.6%
+204.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.4% |
| 7D | -2.9% | +9.7% | -12.6% | -3.1% |
| 30D | +6.8% | +102.5% | -95.7% | +5.1% |
| 3M | -2.9% | +100.7% | -103.6% | -4.5% |
| 6M | -16.4% | +106.3% | -122.8% | -18.0% |
| YTD | 0.0% | +222.0% | -222.0% | -2.8% |
| 1Y | +54.3% | +299.5% | -245.2% | +49.1% |
| 3Y | +230.7% | +42.9% | +187.7% | +220.8% |
| 5Y | +111.6% | -65.0% | +176.6% | +107.4% |
| 10Y | +211.7% | +10.3% | +201.4% | +201.3% |
| All | +112.9% | -91.6% | +204.5% | +99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling