+24.4%
LNG vs IOVA
+299.5%
-275.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.4% |
| 7D | +3.4% | +9.7% | -6.3% | +3.3% |
| 30D | +14.9% | +102.5% | -87.7% | +13.9% |
| 3M | +21.4% | +100.7% | -79.3% | +20.5% |
| 6M | +17.8% | +106.3% | -88.5% | +17.4% |
| YTD | +51.3% | +222.0% | -170.7% | +49.7% |
| 1Y | +24.4% | +299.5% | -275.1% | +21.4% |
| All | +24.4% | +299.5% | -275.1% | +21.4% |
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