-0.4%
PL vs IOVA
+362.8%
-363.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.5% | -4.9% | -6.2% |
| 7D | -11.7% | -41.3% | +29.5% | -8.7% |
| 30D | -27.1% | -38.5% | +11.4% | -25.0% |
| 3M | -44.6% | +99.5% | -144.1% | -49.5% |
| 6M | -67.2% | +126.0% | -193.2% | -70.3% |
| YTD | -35.9% | +218.7% | -254.5% | -41.7% |
| 1Y | -0.4% | +378.0% | -378.4% | -3.2% |
| All | -0.4% | +362.8% | -363.2% | -3.2% |
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 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