+1,874.2%
PWR vs IOVA
+7.2%
+1,867.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.1% | +4.2% |
| 7D | +4.7% | -7.0% | +11.7% | +5.4% |
| 30D | -12.5% | -44.4% | +31.9% | -9.2% |
| 3M | -9.3% | +24.7% | -34.0% | -12.5% |
| 6M | -22.2% | +118.6% | -140.8% | -29.3% |
| YTD | +44.2% | +196.3% | -152.2% | +26.0% |
| 1Y | +35.5% | +205.3% | -169.8% | +17.9% |
| 3Y | +250.4% | +103.8% | +146.7% | +188.4% |
| 5Y | +425.6% | -65.6% | +491.2% | +379.0% |
| 10Y | +1,874.2% | +6.4% | +1,867.8% | +1,443.6% |
| All | +1,874.2% | +7.2% | +1,867.1% | +1,443.6% |
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