+4.9%
LIN vs IOVA
+102.6%
-97.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -11.0% | +10.4% | -0.6% |
| 7D | +3.6% | -19.0% | +22.6% | +3.7% |
| 30D | +6.4% | -40.3% | +46.7% | +6.7% |
| 3M | +6.5% | +78.3% | -71.8% | +5.1% |
| 6M | +4.9% | +94.5% | -89.6% | +3.2% |
| All | +4.9% | +102.6% | -97.8% | +3.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling