-91.6%
IOVA vs LPLA
+1,311.2%
-1,402.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +9.7% | -3.1% | +12.8% | +10.6% |
| 30D | +102.5% | -0.1% | +102.6% | +101.9% |
| 3M | +100.7% | +23.2% | +77.5% | +88.0% |
| 6M | +106.3% | +15.5% | +90.8% | +96.5% |
| YTD | +222.0% | +0.9% | +221.1% | +216.6% |
| 1Y | +299.5% | +0.2% | +299.4% | +291.0% |
| 3Y | +42.9% | +55.2% | -12.3% | +17.7% |
| 5Y | -65.0% | +145.4% | -210.4% | -75.9% |
| 10Y | +10.3% | +1,229.7% | -1,219.4% | -51.4% |
| All | -91.6% | +1,311.2% | -1,402.9% | -96.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling