+29.3%
PSA vs IOVA
+362.8%
-333.4%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +2.8% |
| 7D | +10.5% | -41.3% | +51.8% | +10.1% |
| 30D | +21.7% | -38.5% | +60.2% | +21.2% |
| 3M | +6.1% | +99.5% | -93.5% | +6.0% |
| 6M | +18.3% | +126.0% | -107.6% | +17.8% |
| YTD | +36.1% | +218.7% | -182.6% | +37.0% |
| 1Y | +29.3% | +378.0% | -348.7% | +30.0% |
| All | +29.3% | +362.8% | -333.4% | +30.0% |
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