+99.6%
PSX vs IOVA
+299.5%
-199.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | +0.2% |
| 7D | +4.5% | +9.7% | -5.2% | +4.7% |
| 30D | +26.6% | +102.5% | -75.9% | +28.0% |
| 3M | +39.3% | +100.7% | -61.4% | +41.2% |
| 6M | +56.8% | +106.3% | -49.5% | +59.5% |
| YTD | +101.8% | +222.0% | -120.2% | +104.9% |
| 1Y | +99.6% | +299.5% | -199.9% | +99.3% |
| All | +99.6% | +299.5% | -199.9% | +99.3% |
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