+2,425.3%
PWR vs IOVA
+4.5%
+2,420.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.6% |
| 7D | +2.7% | -2.2% | +4.9% | +2.8% |
| 30D | -5.1% | +31.7% | -36.8% | -7.5% |
| 3M | -9.4% | +117.3% | -126.6% | -16.3% |
| 6M | +10.4% | +55.8% | -45.4% | +4.2% |
| YTD | +48.6% | +208.8% | -160.1% | +31.3% |
| 1Y | +68.0% | +255.7% | -187.7% | +45.5% |
| 3Y | +204.7% | +41.7% | +163.1% | +161.6% |
| 5Y | +451.9% | -64.9% | +516.8% | +408.9% |
| 10Y | +2,425.3% | +6.3% | +2,419.0% | +1,836.0% |
| All | +2,425.3% | +4.5% | +2,420.9% | +1,836.0% |
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 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