-23.7%
PDD vs IOVA
-64.9%
+41.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.6% |
| 7D | -4.1% | +9.7% | -13.8% | -5.0% |
| 30D | -9.6% | +102.5% | -112.1% | -16.9% |
| 3M | -4.3% | +100.7% | -105.0% | -12.6% |
| 6M | -18.8% | +106.3% | -125.1% | -27.0% |
| YTD | -27.5% | +222.0% | -249.5% | -38.8% |
| 1Y | -33.6% | +299.5% | -333.2% | -46.2% |
| 3Y | -20.4% | +42.9% | -63.3% | -36.5% |
| All | -23.7% | -64.9% | +41.2% | -36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling