+197.4%
PDD vs IOVA
-42.3%
+239.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.2% |
| 7D | -1.0% | -8.5% | +7.5% | -0.1% |
| 30D | -2.4% | -44.7% | +42.3% | +2.9% |
| 3M | -14.6% | +26.2% | -40.9% | -19.4% |
| 6M | -19.6% | +123.2% | -142.8% | -31.0% |
| YTD | -30.0% | +196.0% | -225.9% | -43.4% |
| 1Y | -42.5% | +240.9% | -283.4% | -54.7% |
| 3Y | -27.2% | +103.5% | -130.7% | -47.5% |
| 5Y | -8.2% | -65.5% | +57.3% | -20.4% |
| All | +197.4% | -42.3% | +239.7% | +99.8% |
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 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