-92.3%
IOVA vs LPLA
+1,060.6%
-1,152.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.8% | +5.7% | +4.3% |
| 7D | -5.2% | +4.1% | -9.3% | -6.2% |
| 30D | -37.8% | -9.0% | -28.8% | -36.9% |
| 3M | +29.5% | -17.6% | +47.1% | +33.8% |
| 6M | +96.6% | -8.8% | +105.4% | +96.5% |
| YTD | +194.5% | -17.0% | +211.5% | +200.4% |
| 1Y | +248.1% | -20.4% | +268.5% | +258.9% |
| 3Y | +86.1% | +35.4% | +50.7% | +56.0% |
| 5Y | -67.8% | +79.7% | -147.6% | -76.3% |
| 10Y | +38.6% | +915.0% | -876.3% | -35.8% |
| All | -92.3% | +1,060.6% | -1,152.9% | -96.2% |
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 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