-12.6%
PLTR vs IOVA
+237.6%
-250.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.6% | +3.9% | +5.4% |
| 7D | -5.1% | +1.9% | -7.0% | -5.1% |
| 30D | -19.1% | -44.1% | +25.1% | -18.0% |
| 3M | -1.6% | +28.9% | -30.5% | -2.2% |
| 6M | +22.8% | +125.7% | -102.9% | +18.8% |
| YTD | -4.8% | +199.3% | -204.1% | -13.8% |
| All | -12.6% | +237.6% | -250.2% | -21.9% |
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