+299.5%
IOVA vs LUMN
+42.5%
+257.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.1% | +1.3% |
| 7D | +9.7% | +12.1% | -2.3% | +8.2% |
| 30D | +102.5% | +11.3% | +91.2% | +99.4% |
| 3M | +100.7% | -31.6% | +132.3% | +110.2% |
| 6M | +106.3% | -2.7% | +109.1% | +108.7% |
| YTD | +222.0% | -12.9% | +234.8% | +225.9% |
| 1Y | +299.5% | +36.2% | +263.3% | +331.1% |
| All | +299.5% | +42.5% | +257.0% | +331.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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