+32.9%
PFE vs IOVA
+6.6%
+26.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.3% |
| 7D | -2.7% | +5.1% | -7.7% | -2.9% |
| 30D | +3.8% | +37.2% | -33.4% | +1.9% |
| 3M | +10.4% | +117.5% | -107.1% | +4.8% |
| 6M | +6.3% | +69.6% | -63.3% | +1.8% |
| YTD | +17.4% | +218.7% | -201.3% | +7.9% |
| 1Y | +21.1% | +265.5% | -244.4% | +9.9% |
| 3Y | -1.6% | +46.2% | -47.8% | -11.2% |
| 5Y | -22.2% | -63.2% | +41.1% | -26.9% |
| 10Y | +32.9% | +6.1% | +26.8% | +11.3% |
| All | +32.9% | +6.6% | +26.3% | +11.3% |
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