-20.0%
PCG vs IOVA
+235.7%
-255.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -2.2% | -7.0% | +4.8% | -2.1% |
| 30D | -0.5% | -44.4% | +44.0% | +0.4% |
| 3M | -24.0% | +24.7% | -48.6% | -24.5% |
| 6M | -18.6% | +118.6% | -137.3% | -20.1% |
| YTD | -17.7% | +196.3% | -214.0% | -18.7% |
| 1Y | -20.0% | +205.3% | -225.3% | -21.8% |
| All | -20.0% | +235.7% | -255.7% | -21.8% |
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