+14.2%
LMT vs IOVA
+259.8%
-245.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.7% | -6.8% | -1.2% |
| 7D | -0.2% | -2.2% | +2.0% | -0.2% |
| 30D | -13.1% | +27.6% | -40.7% | -13.4% |
| 3M | -3.9% | +117.2% | -121.0% | -5.4% |
| 6M | -18.3% | +77.7% | -95.9% | -19.7% |
| YTD | +10.3% | +215.0% | -204.7% | +9.0% |
| 1Y | +14.2% | +255.4% | -241.1% | +14.3% |
| All | +14.2% | +259.8% | -245.6% | +14.3% |
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