+62.2%
PANW vs IOVA
+362.8%
-300.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.6% |
| 7D | -11.8% | -41.3% | +29.5% | -11.3% |
| 30D | -14.4% | -38.5% | +24.1% | -14.0% |
| 3M | -5.0% | +99.5% | -104.5% | -4.4% |
| 6M | +88.6% | +126.0% | -37.4% | +88.9% |
| YTD | +88.9% | +218.7% | -129.7% | +82.6% |
| 1Y | +62.2% | +378.0% | -315.8% | +52.4% |
| All | +62.2% | +362.8% | -300.5% | +52.4% |
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 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