+89.3%
IOVA vs LTH
+234.6%
-145.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.2% | -1.5% | -4.2% |
| 7D | -1.4% | -4.6% | +3.2% | +0.3% |
| 30D | -47.4% | +14.8% | -62.2% | -50.8% |
| 3M | +13.2% | +3.9% | +9.3% | +9.8% |
| 6M | +114.3% | +35.5% | +78.8% | +78.9% |
| YTD | +179.5% | +71.3% | +108.2% | +102.1% |
| 1Y | +200.4% | +75.7% | +124.7% | +113.8% |
| All | +89.3% | +234.6% | -145.3% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling