+68.0%
LIN vs IOVA
-67.8%
+135.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -11.0% | +10.4% | -0.4% |
| 7D | +3.6% | -19.0% | +22.6% | +4.1% |
| 30D | +6.4% | -40.3% | +46.7% | +7.4% |
| 3M | +6.5% | +78.3% | -71.8% | +4.0% |
| 6M | +4.9% | +94.5% | -89.6% | +1.9% |
| YTD | +23.4% | +183.5% | -160.1% | +17.9% |
| 1Y | +26.3% | +327.6% | -301.3% | +18.7% |
| 3Y | +38.0% | +83.8% | -45.9% | +28.2% |
| 5Y | +68.0% | -69.0% | +137.0% | +62.2% |
| All | +68.0% | -67.8% | +135.7% | +62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling