+1,533.3%
LITE vs IOVA
+28.7%
+1,504.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.6% | +9.1% | +10.5% |
| 7D | -12.9% | +1.9% | -14.8% | -12.9% |
| 30D | -46.0% | -44.1% | -1.9% | -42.3% |
| 3M | -33.0% | +28.9% | -61.9% | -36.3% |
| 6M | -34.0% | +125.7% | -159.7% | -42.6% |
| YTD | +61.7% | +199.3% | -137.5% | +33.1% |
| 1Y | +148.3% | +255.2% | -106.9% | +99.5% |
| 3Y | +1,408.5% | +106.8% | +1,301.7% | +1,050.2% |
| 5Y | +546.2% | -67.1% | +613.2% | +471.1% |
| 10Y | +1,533.3% | +16.7% | +1,516.6% | +976.6% |
| All | +1,533.3% | +28.7% | +1,504.7% | +976.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling