+2.8%
IOVA vs LPLA
+758.1%
-755.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -3.5% | -0.9% | -2.5% | -3.2% |
| 30D | -45.4% | -9.5% | -35.9% | -44.4% |
| 3M | +19.0% | -21.9% | +40.9% | +25.8% |
| 6M | +112.0% | -2.6% | +114.6% | +107.0% |
| YTD | +184.2% | -17.8% | +202.1% | +191.5% |
| 1Y | +222.0% | -21.2% | +243.2% | +234.3% |
| 3Y | +92.6% | +30.6% | +61.9% | +55.9% |
| 5Y | -63.2% | +81.3% | -144.5% | -75.6% |
| All | +2.8% | +758.1% | -755.3% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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