+378.0%
IOVA vs PLTU
-47.9%
+426.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.5% | +3.0% | -1.3% |
| 7D | -41.3% | -24.5% | -16.7% | -40.8% |
| 30D | -38.5% | -20.2% | -18.3% | -38.0% |
| 3M | +99.5% | +3.1% | +96.5% | +100.9% |
| 6M | +126.0% | +8.7% | +117.2% | +129.2% |
| YTD | +218.7% | -36.2% | +254.9% | +227.7% |
| 1Y | +378.0% | -47.1% | +425.2% | +388.7% |
| All | +378.0% | -47.9% | +426.0% | +388.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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