+244.7%
IOVA vs PLTU
-45.3%
+290.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.1% | -9.5% | +0.8% |
| 7D | +1.9% | -11.7% | +13.6% | +2.5% |
| 30D | -44.1% | -36.9% | -7.2% | -42.9% |
| 3M | +28.9% | -10.9% | +39.8% | +30.1% |
| 6M | +125.7% | +18.0% | +107.7% | +123.8% |
| YTD | +199.3% | -39.0% | +238.3% | +230.7% |
| All | +244.7% | -45.3% | +290.0% | +299.5% |
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 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