+4,311.0%
ASML vs IOVA
-92.6%
+4,403.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -11.0% | +1.7% | -9.0% |
| 7D | -19.0% | -19.0% | 0.0% | -18.6% |
| 30D | -25.9% | -40.3% | +14.3% | -25.1% |
| 3M | -19.1% | +78.3% | -97.4% | -20.8% |
| 6M | -5.7% | +94.5% | -100.2% | -8.2% |
| YTD | +27.6% | +183.5% | -155.9% | +22.6% |
| 1Y | +30.8% | +327.6% | -296.8% | +24.0% |
| 3Y | +116.2% | +83.8% | +32.4% | +105.6% |
| 5Y | +67.7% | -69.0% | +136.7% | +63.2% |
| 10Y | +1,355.3% | +33.4% | +1,321.9% | +1,285.5% |
| All | +4,311.0% | -92.6% | +4,403.7% | +4,106.6% |
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