-4.8%
IOVA vs PLTU
+126.1%
-130.9%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.1% | -9.5% | +0.6% |
| 7D | +1.9% | -11.7% | +13.6% | +2.9% |
| 30D | -44.1% | -36.9% | -7.2% | -41.9% |
| 3M | +28.9% | -10.9% | +39.8% | +29.6% |
| 6M | +125.7% | +18.0% | +107.7% | +115.8% |
| YTD | +199.3% | -39.0% | +238.3% | +204.1% |
| 1Y | +255.2% | -41.5% | +296.7% | +259.5% |
| All | -4.8% | +126.1% | -130.9% | -35.1% |
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