-31.8%
PNR vs IOVA
+362.8%
-394.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.5% | +4.8% | +3.3% |
| 7D | +11.9% | -41.3% | +53.2% | +10.8% |
| 30D | +37.1% | -38.5% | +75.7% | +35.9% |
| 3M | +5.7% | +99.5% | -93.8% | +8.4% |
| 6M | -5.7% | +126.0% | -131.7% | -2.9% |
| YTD | -29.8% | +218.7% | -248.5% | -27.4% |
| 1Y | -31.8% | +378.0% | -409.8% | -29.0% |
| All | -31.8% | +362.8% | -394.6% | -29.0% |
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