+38.2%
PCOR vs IOVA
+102.6%
-64.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -11.0% | +11.0% | +0.1% |
| 7D | +23.7% | -19.0% | +42.7% | +24.0% |
| 30D | +39.0% | -40.3% | +79.3% | +40.1% |
| 3M | +35.8% | +78.3% | -42.6% | +38.4% |
| 6M | +38.2% | +94.5% | -56.2% | +41.7% |
| All | +38.2% | +102.6% | -64.4% | +41.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling