-77.0%
PLTD vs IOVA
+2.1%
-79.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.3% |
| 7D | +4.5% | +5.1% | -0.5% | +4.8% |
| 30D | -0.7% | +37.2% | -38.0% | +1.3% |
| 3M | -31.0% | +117.5% | -148.5% | -26.9% |
| 6M | -24.8% | +69.6% | -94.4% | -21.8% |
| YTD | -18.6% | +218.7% | -237.2% | -8.4% |
| 1Y | -31.8% | +265.5% | -297.3% | -22.2% |
| All | -77.0% | +2.1% | -79.1% | -78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling