+130.4%
PSA vs IOVA
-0.9%
+131.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.7% | +5.0% | -0.5% |
| 7D | -2.1% | -1.4% | -0.7% | -2.1% |
| 30D | +15.6% | -47.4% | +63.0% | +17.6% |
| 3M | +4.1% | +13.2% | -9.1% | +2.6% |
| 6M | +9.2% | +114.3% | -105.1% | +4.3% |
| YTD | +32.3% | +179.5% | -147.2% | +24.2% |
| 1Y | +26.2% | +200.4% | -174.2% | +17.9% |
| 3Y | +53.7% | +92.2% | -38.5% | +41.1% |
| 5Y | +26.6% | -63.8% | +90.3% | +19.9% |
| All | +130.4% | -0.9% | +131.3% | +108.7% |
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