-19.0%
PYPL vs IOVA
+299.5%
-318.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.3% | -3.4% |
| 7D | +2.4% | +9.7% | -7.3% | +1.5% |
| 30D | -5.1% | +102.5% | -107.7% | -12.1% |
| 3M | +28.6% | +100.7% | -72.1% | +18.2% |
| 6M | +17.9% | +106.3% | -88.4% | +7.4% |
| YTD | -5.3% | +222.0% | -227.2% | -17.7% |
| 1Y | -19.0% | +299.5% | -318.6% | -29.3% |
| All | -19.0% | +299.5% | -318.6% | -29.3% |
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