+378.0%
IOVA vs LUMN
-59.3%
+437.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.9% | +4.4% | -0.5% |
| 7D | -41.3% | -6.9% | -34.4% | -40.6% |
| 30D | -38.5% | -20.5% | -18.1% | -36.5% |
| 3M | +99.5% | -33.4% | +132.9% | +112.1% |
| 6M | +126.0% | -52.1% | +178.1% | +155.8% |
| YTD | +218.7% | -42.5% | +261.2% | +248.2% |
| 1Y | +378.0% | -57.6% | +435.6% | +399.9% |
| All | +378.0% | -59.3% | +437.3% | +399.9% |
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