-51.2%
LULU vs IOVA
+299.5%
-350.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +1.0% | -18.4% | -17.4% |
| 7D | -16.7% | +9.7% | -26.5% | -16.8% |
| 30D | -18.5% | +102.5% | -121.1% | -20.0% |
| 3M | -19.5% | +100.7% | -120.1% | -21.0% |
| 6M | -41.9% | +106.3% | -148.3% | -43.3% |
| YTD | -51.6% | +222.0% | -273.6% | -52.3% |
| 1Y | -51.2% | +299.5% | -350.7% | -50.5% |
| All | -51.2% | +299.5% | -350.7% | -50.5% |
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