+24.1%
PFE vs IOVA
+299.5%
-275.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.3% | -1.3% |
| 7D | +1.8% | +9.7% | -8.0% | +1.3% |
| 30D | +10.2% | +102.5% | -92.3% | +6.0% |
| 3M | +12.7% | +100.7% | -88.0% | +8.0% |
| 6M | +10.5% | +106.3% | -95.8% | +5.4% |
| YTD | +20.2% | +222.0% | -201.8% | +11.6% |
| 1Y | +24.1% | +299.5% | -275.5% | +13.4% |
| All | +24.1% | +299.5% | -275.5% | +13.4% |
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