-63.2%
IOVA vs LPLA
+143.6%
-206.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.5% |
| 7D | +5.1% | -2.1% | +7.1% | +5.5% |
| 30D | +37.2% | -3.3% | +40.6% | +37.8% |
| 3M | +117.5% | +23.5% | +94.0% | +106.3% |
| 6M | +69.6% | +12.0% | +57.6% | +64.5% |
| YTD | +218.7% | -1.7% | +220.4% | +216.2% |
| 1Y | +265.5% | +3.2% | +262.3% | +258.1% |
| 3Y | +46.2% | +46.2% | 0.0% | +23.9% |
| 5Y | -63.2% | +144.9% | -208.1% | -79.9% |
| All | -63.2% | +143.6% | -206.9% | -79.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling