+565.8%
PLTR vs IOVA
-63.5%
+629.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.2% |
| 7D | -5.3% | +5.1% | -10.4% | -6.1% |
| 30D | -1.0% | +37.2% | -38.2% | -6.0% |
| 3M | +24.8% | +117.5% | -92.7% | +8.0% |
| 6M | +8.4% | +69.6% | -61.2% | -4.2% |
| YTD | -4.2% | +218.7% | -222.9% | -25.1% |
| 1Y | +9.1% | +265.5% | -256.4% | -18.5% |
| 3Y | +1,025.6% | +46.2% | +979.4% | +696.3% |
| 5Y | +565.8% | -63.2% | +629.0% | +504.6% |
| All | +565.8% | -63.5% | +629.3% | +504.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling