+86.1%
IOVA vs LTH
+268.4%
-182.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.3% | +5.2% | +4.3% |
| 7D | -5.2% | +4.5% | -9.7% | -6.8% |
| 30D | -37.8% | +16.3% | -54.1% | -42.0% |
| 3M | +29.5% | +8.4% | +21.1% | +23.6% |
| 6M | +96.6% | +40.3% | +56.3% | +62.6% |
| YTD | +194.5% | +77.3% | +117.2% | +111.4% |
| 1Y | +248.1% | +88.0% | +160.1% | +141.4% |
| 3Y | +86.1% | +274.3% | -188.2% | +1.2% |
| All | +86.1% | +268.4% | -182.3% | +1.2% |
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 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