+25.9%
LUV vs IOVA
+259.8%
-233.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.7% | -4.2% | +1.3% |
| 7D | -1.0% | -2.2% | +1.2% | -0.9% |
| 30D | -12.4% | +27.6% | -39.9% | -12.9% |
| 3M | -11.0% | +117.2% | -128.2% | -13.5% |
| 6M | -5.0% | +77.7% | -82.7% | -8.2% |
| YTD | -3.8% | +215.0% | -218.8% | -5.7% |
| 1Y | +25.9% | +255.4% | -229.5% | +25.0% |
| All | +25.9% | +259.8% | -233.9% | +25.0% |
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