-77.5%
PLTD vs IOVA
+3.2%
-80.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +4.7% |
| 7D | +5.9% | +9.7% | -3.8% | +6.5% |
| 30D | -11.6% | +102.5% | -114.1% | -7.1% |
| 3M | -29.9% | +100.7% | -130.6% | -26.2% |
| 6M | -28.5% | +106.3% | -134.9% | -24.1% |
| YTD | -20.4% | +222.0% | -242.4% | -10.4% |
| 1Y | -33.3% | +299.5% | -332.8% | -23.0% |
| All | -77.5% | +3.2% | -80.7% | -79.1% |
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