-76.7%
PCG vs IOVA
+28.7%
-105.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.2% |
| 7D | -1.1% | +1.9% | -2.9% | -1.3% |
| 30D | +0.1% | -44.1% | +44.2% | +3.5% |
| 3M | -24.4% | +28.9% | -53.3% | -27.1% |
| 6M | -17.7% | +125.7% | -143.3% | -24.9% |
| YTD | -17.4% | +199.3% | -216.7% | -27.5% |
| 1Y | -19.4% | +255.2% | -274.6% | -30.4% |
| 3Y | -18.6% | +106.8% | -125.4% | -33.0% |
| 5Y | +10.2% | -67.1% | +77.3% | +1.7% |
| 10Y | -76.7% | +16.7% | -93.4% | -80.6% |
| All | -76.7% | +28.7% | -105.4% | -80.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling