+10,556.9%
LNG vs IOVA
-91.6%
+10,648.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.3% |
| 3M | +21.4% | +100.7% | -79.3% | +19.6% |
| 6M | +17.8% | +106.3% | -88.5% | +15.8% |
| YTD | +51.3% | +222.0% | -170.7% | +47.3% |
| 1Y | +24.4% | +299.5% | -275.1% | +20.4% |
| 3Y | +79.7% | +42.9% | +36.7% | +74.0% |
| 5Y | +241.3% | -65.0% | +306.3% | +234.6% |
| 10Y | +603.1% | +10.3% | +592.8% | +570.8% |
| All | +10,556.9% | -91.6% | +10,648.5% | +11,206.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling