+695.9%
PH vs IOVA
+0.8%
+695.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.2% |
| 7D | +4.3% | -3.5% | +7.8% | +4.7% |
| 30D | +0.1% | -45.4% | +45.5% | +4.4% |
| 3M | -9.4% | +19.0% | -28.4% | -12.7% |
| 6M | +8.8% | +112.0% | -103.3% | -2.0% |
| YTD | +9.6% | +184.2% | -174.6% | -5.4% |
| 1Y | +14.4% | +222.0% | -207.5% | -2.7% |
| 3Y | +134.5% | +92.6% | +42.0% | +90.7% |
| 5Y | +204.4% | -63.2% | +267.6% | +171.9% |
| All | +695.9% | +0.8% | +695.1% | +517.1% |
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