-19.1%
PCG vs IOVA
+233.9%
-252.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.7% |
| 7D | -0.5% | -8.5% | +8.0% | -0.3% |
| 30D | +0.8% | -44.7% | +45.5% | +1.6% |
| 3M | -22.0% | +26.2% | -48.3% | -22.6% |
| 6M | -17.1% | +123.2% | -140.3% | -18.6% |
| YTD | -16.9% | +196.0% | -212.8% | -18.0% |
| 1Y | -19.1% | +240.9% | -260.0% | -21.8% |
| All | -19.1% | +233.9% | -252.9% | -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