+14.3%
PFE vs IOVA
+85.3%
-70.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.5% | -1.8% |
| 7D | -3.7% | -5.2% | +1.5% | -3.5% |
| 30D | +5.0% | -37.8% | +42.7% | +6.5% |
| 3M | +12.2% | +29.5% | -17.3% | +9.2% |
| 6M | +14.6% | +96.6% | -82.0% | +8.3% |
| YTD | +24.1% | +194.5% | -170.4% | +13.9% |
| 1Y | +26.6% | +248.1% | -221.5% | +14.8% |
| 3Y | +14.3% | +86.1% | -71.8% | +1.2% |
| All | +14.3% | +85.3% | -70.9% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling