+1,681.1%
PLTR vs IOVA
-74.7%
+1,755.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.6% | +3.9% | +5.3% |
| 7D | -5.1% | +1.9% | -7.0% | -5.4% |
| 30D | -19.1% | -44.1% | +25.1% | -13.1% |
| 3M | -1.6% | +28.9% | -30.5% | -8.4% |
| 6M | +22.8% | +125.7% | -102.9% | +1.3% |
| YTD | -4.8% | +199.3% | -204.1% | -27.6% |
| 1Y | -4.9% | +255.2% | -260.1% | -30.4% |
| 3Y | +826.1% | +106.8% | +719.3% | +484.9% |
| 5Y | +597.7% | -67.1% | +664.8% | +512.0% |
| All | +1,681.1% | -74.7% | +1,755.8% | +1,853.5% |
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