+265.5%
IOVA vs PLTU
-22.2%
+287.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.7% | +3.7% | -1.1% |
| 7D | +5.1% | -11.6% | +16.7% | +5.0% |
| 30D | +37.2% | -4.6% | +41.8% | +37.1% |
| 3M | +117.5% | +33.7% | +83.8% | +117.2% |
| 6M | +69.6% | -9.4% | +79.0% | +72.4% |
| YTD | +218.7% | -34.7% | +253.4% | +219.5% |
| 1Y | +265.5% | -23.2% | +288.8% | +308.2% |
| All | +265.5% | -22.2% | +287.8% | +308.2% |
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