+23.2%
PFE vs IOVA
+235.7%
-212.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -3.0% | -7.0% | +4.1% | -2.8% |
| 30D | +5.2% | -44.4% | +49.6% | +6.3% |
| 3M | +12.2% | +24.7% | -12.4% | +10.0% |
| 6M | +17.8% | +118.6% | -100.9% | +12.7% |
| YTD | +26.2% | +196.3% | -170.1% | +20.8% |
| 1Y | +23.2% | +205.3% | -182.1% | +19.9% |
| All | +23.2% | +235.7% | -212.5% | +19.9% |
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