+24.3%
PNC vs IOVA
+244.9%
-220.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.0% |
| 7D | -0.9% | -6.4% | +5.5% | -0.9% |
| 30D | -4.4% | +25.4% | -29.8% | -4.6% |
| 3M | +5.3% | +115.3% | -110.1% | +4.3% |
| 6M | +19.6% | +56.5% | -37.0% | +18.1% |
| YTD | +19.1% | +198.2% | -179.0% | +17.7% |
| 1Y | +24.3% | +242.0% | -217.7% | +23.1% |
| All | +24.3% | +244.9% | -220.6% | +23.1% |
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 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