+255.7%
IOVA vs LPLA
+3.3%
+252.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | -2.2% | -1.5% | -0.7% | -2.0% |
| 30D | +31.7% | -6.0% | +37.7% | +32.8% |
| 3M | +117.3% | +21.4% | +95.9% | +105.2% |
| 6M | +55.8% | +12.1% | +43.7% | +52.2% |
| YTD | +208.8% | -1.8% | +210.6% | +205.6% |
| 1Y | +255.7% | +3.2% | +252.5% | +237.2% |
| All | +255.7% | +3.3% | +252.4% | +237.2% |
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