+378.0%
IOVA vs LTH
+84.0%
+294.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.3% | -7.8% | -0.5% |
| 7D | -41.3% | +9.9% | -51.1% | -40.1% |
| 30D | -38.5% | +18.3% | -56.8% | -37.1% |
| 3M | +99.5% | +5.9% | +93.6% | +103.0% |
| 6M | +126.0% | +80.3% | +45.6% | +108.7% |
| YTD | +218.7% | +78.3% | +140.4% | +191.2% |
| 1Y | +378.0% | +81.0% | +297.0% | +333.2% |
| All | +378.0% | +84.0% | +294.0% | +333.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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