+200.4%
IOVA vs LPLA
-23.1%
+223.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.0% | -2.7% | -5.9% |
| 7D | -1.4% | -2.8% | +1.3% | -1.6% |
| 30D | -47.4% | -10.2% | -37.2% | -46.5% |
| 3M | +13.2% | -22.3% | +35.5% | +17.2% |
| 6M | +114.3% | -0.5% | +114.8% | +109.3% |
| YTD | +179.5% | -17.9% | +197.3% | +183.3% |
| 1Y | +200.4% | -22.0% | +222.4% | +208.9% |
| All | +200.4% | -23.1% | +223.5% | +208.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling