+27.8%
PCAR vs IOVA
+250.8%
-223.1%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.8% |
| 7D | 0.0% | +5.1% | -5.0% | 0.0% |
| 30D | -7.7% | +37.2% | -45.0% | -7.9% |
| 3M | +3.7% | +117.5% | -113.8% | +3.0% |
| 6M | +2.3% | +69.6% | -67.3% | +1.4% |
| YTD | +12.8% | +218.7% | -205.9% | +11.9% |
| 1Y | +27.8% | +265.5% | -237.8% | +30.7% |
| All | +27.8% | +250.8% | -223.1% | +30.7% |
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