+146.5%
ASX vs IOVA
+362.8%
-216.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.5% | -2.5% | -3.8% |
| 7D | -14.6% | -41.3% | +26.7% | -12.0% |
| 30D | -21.1% | -38.5% | +17.4% | -19.0% |
| 3M | -3.1% | +99.5% | -102.6% | -8.6% |
| 6M | +17.4% | +126.0% | -108.6% | +9.6% |
| YTD | +135.3% | +218.7% | -83.4% | +118.0% |
| 1Y | +146.5% | +378.0% | -231.5% | +132.9% |
| All | +146.5% | +362.8% | -216.3% | +132.9% |
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