-38.6%
PDD vs IOVA
+362.8%
-401.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +3.9% | +2.5% |
| 7D | +6.0% | -41.3% | +47.3% | +6.8% |
| 30D | +5.5% | -38.5% | +44.0% | +6.0% |
| 3M | -9.8% | +99.5% | -109.3% | -11.7% |
| 6M | -16.0% | +126.0% | -142.0% | -18.6% |
| YTD | -27.6% | +218.7% | -246.2% | -31.2% |
| 1Y | -38.6% | +378.0% | -416.6% | -42.0% |
| All | -38.6% | +362.8% | -401.4% | -42.0% |
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