-29.5%
LII vs IOVA
+255.8%
-285.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.9% | -5.8% | -1.8% |
| 7D | -0.6% | -5.2% | +4.6% | -0.7% |
| 30D | -4.6% | -37.8% | +33.2% | -5.7% |
| 3M | -21.2% | +29.5% | -50.7% | -21.5% |
| 6M | -36.4% | +96.6% | -133.0% | -36.4% |
| YTD | -28.9% | +194.5% | -223.4% | -28.0% |
| 1Y | -29.5% | +248.1% | -277.6% | -29.3% |
| All | -29.5% | +255.8% | -285.3% | -29.3% |
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