-22.5%
LEN vs IOVA
+362.8%
-385.3%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -1.5% | +8.6% | +7.0% |
| 7D | +10.5% | -41.3% | +51.7% | +9.7% |
| 30D | +24.6% | -38.5% | +63.2% | +23.9% |
| 3M | +6.6% | +99.5% | -92.9% | +8.0% |
| 6M | +10.6% | +126.0% | -115.3% | +12.0% |
| YTD | -8.3% | +218.7% | -227.0% | -3.0% |
| 1Y | -22.5% | +378.0% | -400.5% | -19.0% |
| All | -22.5% | +362.8% | -385.3% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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