-26.2%
LII vs IOVA
+362.8%
-389.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.5% | +5.1% | +3.6% |
| 7D | +7.9% | -41.3% | +49.2% | +6.7% |
| 30D | -0.6% | -38.5% | +37.9% | -1.6% |
| 3M | -19.3% | +99.5% | -118.9% | -19.2% |
| 6M | -29.8% | +126.0% | -155.8% | -29.8% |
| YTD | -25.4% | +218.7% | -244.1% | -24.6% |
| 1Y | -26.2% | +378.0% | -404.2% | -26.8% |
| All | -26.2% | +362.8% | -389.0% | -26.8% |
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