+2.4%
IOVA vs PLTU
+154.0%
-151.6%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -9.0% | +10.1% | +1.7% |
| 7D | +9.7% | -13.6% | +23.3% | +10.7% |
| 30D | +102.5% | +16.7% | +85.9% | +98.5% |
| 3M | +100.7% | +29.6% | +71.1% | +91.8% |
| 6M | +106.3% | -0.1% | +106.4% | +99.4% |
| YTD | +222.0% | -31.5% | +253.5% | +223.6% |
| 1Y | +299.5% | -19.7% | +319.3% | +278.7% |
| All | +2.4% | +154.0% | -151.6% | -31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling