-10.0%
PLTR vs IOVA
+362.8%
-372.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -2.1% |
| 7D | -12.8% | -41.3% | +28.5% | -12.4% |
| 30D | -9.3% | -38.5% | +29.2% | -9.0% |
| 3M | +5.6% | +99.5% | -94.0% | +5.6% |
| 6M | +17.6% | +126.0% | -108.4% | +17.1% |
| YTD | -3.4% | +218.7% | -222.1% | -6.7% |
| 1Y | -10.0% | +378.0% | -388.0% | -11.4% |
| All | -10.0% | +362.8% | -372.7% | -11.4% |
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