+25.7%
LIN vs IOVA
+255.8%
-230.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -5.0% | -1.1% |
| 7D | +0.2% | -5.2% | +5.4% | +0.2% |
| 30D | +6.5% | -37.8% | +44.2% | +6.4% |
| 3M | +5.5% | +29.5% | -24.0% | +5.8% |
| 6M | +3.3% | +96.6% | -93.2% | +3.9% |
| YTD | +22.0% | +194.5% | -172.5% | +23.0% |
| 1Y | +25.7% | +248.1% | -222.3% | +26.7% |
| All | +25.7% | +255.8% | -230.0% | +26.7% |
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