+74.8%
PBR vs IOVA
+244.9%
-170.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.4% | +5.6% | +2.2% |
| 7D | +4.2% | -6.4% | +10.7% | +4.4% |
| 30D | +22.7% | +25.4% | -2.7% | +22.1% |
| 3M | +21.5% | +115.3% | -93.8% | +19.1% |
| 6M | +24.0% | +56.5% | -32.5% | +23.0% |
| YTD | +88.2% | +198.2% | -109.9% | +80.3% |
| 1Y | +74.8% | +242.0% | -167.2% | +67.2% |
| All | +74.8% | +244.9% | -170.1% | +67.2% |
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