+1,379.1%
LSCC vs IOVA
+28.7%
+1,350.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.6% | +6.8% | +8.2% |
| 7D | +19.3% | +1.9% | +17.5% | +19.2% |
| 30D | -9.6% | -44.1% | +34.5% | -2.8% |
| 3M | -12.4% | +28.9% | -41.3% | -18.1% |
| 6M | -10.5% | +125.7% | -136.1% | -25.0% |
| YTD | +54.8% | +199.3% | -144.5% | +20.8% |
| 1Y | +79.4% | +255.2% | -175.8% | +35.2% |
| 3Y | +109.6% | +106.8% | +2.8% | +49.5% |
| 5Y | +40.4% | -67.1% | +107.4% | +22.0% |
| 10Y | +1,379.1% | +16.7% | +1,362.4% | +935.4% |
| All | +1,379.1% | +28.7% | +1,350.4% | +935.4% |
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 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