+270.8%
PNC vs IOVA
+3.8%
+267.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.2% |
| 7D | -0.9% | -6.4% | +5.5% | -0.5% |
| 30D | -4.4% | +25.4% | -29.8% | -6.0% |
| 3M | +5.3% | +115.3% | -110.1% | -0.9% |
| 6M | +19.6% | +56.5% | -37.0% | +14.3% |
| YTD | +19.1% | +198.2% | -179.0% | +8.3% |
| 1Y | +24.3% | +242.0% | -217.7% | +11.1% |
| 3Y | +132.2% | +36.8% | +95.4% | +106.4% |
| 5Y | +52.3% | -64.3% | +116.6% | +42.3% |
| All | +270.8% | +3.8% | +267.0% | +211.4% |
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