-77.4%
PLTD vs IOVA
-4.1%
-73.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.6% | -7.1% | -5.4% |
| 7D | +4.2% | +1.9% | +2.4% | +4.5% |
| 30D | +20.8% | -44.1% | +65.0% | +17.7% |
| 3M | -2.6% | +28.9% | -31.4% | +0.3% |
| 6M | -33.1% | +125.7% | -158.8% | -27.7% |
| YTD | -20.0% | +199.3% | -219.3% | -9.4% |
| 1Y | -21.6% | +255.2% | -276.9% | -9.3% |
| All | -77.4% | -4.1% | -73.3% | -78.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling