+78.7%
PR vs IOVA
+7.2%
+71.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.6% | +2.8% |
| 7D | -0.5% | -7.0% | +6.5% | +0.1% |
| 30D | -4.6% | -44.4% | +39.8% | -0.8% |
| 3M | +4.7% | +24.7% | -20.0% | +0.6% |
| 6M | +12.4% | +118.6% | -106.2% | +1.2% |
| YTD | +62.9% | +196.3% | -133.5% | +40.1% |
| 1Y | +70.6% | +205.3% | -134.7% | +45.8% |
| 3Y | +90.0% | +103.8% | -13.8% | +54.0% |
| 5Y | +255.5% | -65.6% | +321.1% | +221.6% |
| 10Y | +78.7% | +6.4% | +72.3% | +53.8% |
| All | +78.7% | +7.2% | +71.6% | +53.8% |
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