+35.6%
PFE vs IOVA
+362.8%
-327.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +2.7% |
| 7D | +4.6% | -41.3% | +45.8% | +5.8% |
| 30D | +12.3% | -38.5% | +50.8% | +13.4% |
| 3M | +21.2% | +99.5% | -78.4% | +16.1% |
| 6M | +21.1% | +126.0% | -104.9% | +15.0% |
| YTD | +30.0% | +218.7% | -188.6% | +22.2% |
| 1Y | +35.6% | +378.0% | -342.4% | +22.8% |
| All | +35.6% | +362.8% | -327.2% | +22.8% |
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 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