+386.6%
PSX vs IOVA
+4.5%
+382.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.8% |
| 7D | +1.8% | -2.2% | +4.0% | +1.9% |
| 30D | +21.6% | +31.7% | -10.1% | +19.6% |
| 3M | +46.5% | +117.3% | -70.8% | +39.0% |
| 6M | +62.0% | +55.8% | +6.2% | +55.9% |
| YTD | +106.3% | +208.8% | -102.5% | +89.1% |
| 1Y | +103.0% | +255.7% | -152.7% | +83.1% |
| 3Y | +135.5% | +41.7% | +93.9% | +111.8% |
| 5Y | +368.5% | -64.9% | +433.4% | +343.3% |
| 10Y | +386.6% | +6.3% | +380.3% | +319.0% |
| All | +386.6% | +4.5% | +382.1% | +319.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling