-1.7%
IOVA vs PLTU
+140.2%
-141.9%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.0% |
| 7D | -2.2% | -0.8% | -1.4% | -2.3% |
| 30D | +31.7% | -8.8% | +40.5% | +32.0% |
| 3M | +117.3% | +41.7% | +75.6% | +105.3% |
| 6M | +55.8% | -9.3% | +65.1% | +52.0% |
| YTD | +208.8% | -35.2% | +244.0% | +211.6% |
| 1Y | +255.7% | -29.5% | +285.2% | +243.2% |
| All | -1.7% | +140.2% | -141.9% | -33.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling