+134.5%
PSA vs IOVA
+7.2%
+127.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -2.1% | -7.0% | +5.0% | -1.8% |
| 30D | +16.2% | -44.4% | +60.7% | +18.1% |
| 3M | +4.3% | +24.7% | -20.3% | +2.5% |
| 6M | +9.9% | +118.6% | -108.8% | +5.0% |
| YTD | +33.3% | +196.3% | -163.1% | +24.9% |
| 1Y | +25.8% | +205.3% | -179.5% | +17.6% |
| 3Y | +54.8% | +103.8% | -49.0% | +41.9% |
| 5Y | +27.5% | -65.6% | +93.1% | +21.1% |
| 10Y | +134.5% | +6.4% | +128.1% | +112.2% |
| All | +134.5% | +7.2% | +127.4% | +112.2% |
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