-41.3%
PDD vs IOVA
+207.9%
-249.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.8% |
| 7D | -4.9% | -3.5% | -1.4% | -4.9% |
| 30D | -3.0% | -45.4% | +42.3% | -2.4% |
| 3M | -6.2% | +19.0% | -25.2% | -7.5% |
| 6M | -20.7% | +112.0% | -132.7% | -23.4% |
| YTD | -30.4% | +184.2% | -214.6% | -34.2% |
| 1Y | -41.3% | +222.0% | -263.3% | -44.0% |
| All | -41.3% | +207.9% | -249.2% | -44.0% |
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