+103.0%
PSX vs IOVA
+254.2%
-151.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.6% |
| 7D | +1.8% | -2.2% | +4.0% | +1.8% |
| 30D | +21.6% | +31.7% | -10.1% | +22.2% |
| 3M | +46.5% | +117.3% | -70.8% | +48.8% |
| 6M | +62.0% | +55.8% | +6.2% | +65.0% |
| YTD | +106.3% | +208.8% | -102.5% | +109.4% |
| 1Y | +103.0% | +255.7% | -152.7% | +102.7% |
| All | +103.0% | +254.2% | -151.2% | +102.7% |
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 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