+25.7%
LIN vs IOVA
+233.9%
-208.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.3% |
| 7D | +2.0% | -8.5% | +10.5% | +2.0% |
| 30D | +7.9% | -44.7% | +52.6% | +7.8% |
| 3M | +6.3% | +26.2% | -19.9% | +6.6% |
| 6M | +6.5% | +123.2% | -116.7% | +7.2% |
| YTD | +23.6% | +196.0% | -172.4% | +24.4% |
| 1Y | +25.7% | +240.9% | -215.2% | +26.5% |
| All | +25.7% | +233.9% | -208.2% | +26.5% |
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