-18.4%
PLTD vs IOVA
+255.8%
-274.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.9% | -7.1% | -3.0% |
| 7D | +13.7% | -5.2% | +18.9% | +13.6% |
| 30D | +18.4% | -37.8% | +56.2% | +17.2% |
| 3M | -7.5% | +29.5% | -36.9% | -6.7% |
| 6M | -31.3% | +96.6% | -127.9% | -29.6% |
| YTD | -15.4% | +194.5% | -209.9% | -5.9% |
| 1Y | -18.4% | +248.1% | -266.5% | -6.8% |
| All | -18.4% | +255.8% | -274.2% | -6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling