+127.9%
PNC vs IOVA
+41.0%
+86.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.8% |
| 7D | -0.7% | -2.2% | +1.5% | -0.6% |
| 30D | -4.4% | +31.7% | -36.1% | -5.7% |
| 3M | +4.5% | +117.3% | -112.8% | 0.0% |
| 6M | +19.1% | +55.8% | -36.8% | +15.3% |
| YTD | +18.0% | +208.8% | -190.8% | +9.7% |
| 1Y | +24.1% | +255.7% | -231.6% | +13.8% |
| All | +127.9% | +41.0% | +86.9% | +94.3% |
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