+378.0%
IOVA vs LH
+44.2%
+333.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.9% | -5.4% | -2.1% |
| 7D | -41.3% | +2.1% | -43.3% | -41.5% |
| 30D | -38.5% | +19.2% | -57.7% | -41.2% |
| 3M | +99.5% | +18.0% | +81.5% | +91.8% |
| 6M | +126.0% | +46.1% | +79.9% | +111.2% |
| YTD | +218.7% | +47.7% | +171.0% | +205.8% |
| 1Y | +378.0% | +47.2% | +330.8% | +359.5% |
| All | +378.0% | +44.2% | +333.8% | +359.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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