-9.6%
IOVA vs PLTU
+121.9%
-131.5%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.2% | +5.9% | +2.1% |
| 7D | -3.5% | +9.0% | -12.5% | -4.3% |
| 30D | -45.4% | -33.0% | -12.4% | -43.5% |
| 3M | +19.0% | -19.0% | +38.0% | +20.7% |
| 6M | +112.0% | +30.4% | +81.6% | +100.3% |
| YTD | +184.2% | -40.2% | +224.4% | +189.3% |
| 1Y | +222.0% | -37.8% | +259.8% | +223.9% |
| All | -9.6% | +121.9% | -131.5% | -38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling