+985.8%
ASX vs IOVA
+0.8%
+985.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.2% |
| 7D | +12.4% | -3.5% | +15.9% | +12.8% |
| 30D | -19.8% | -45.4% | +25.6% | -15.7% |
| 3M | -10.3% | +19.0% | -29.3% | -12.9% |
| 6M | +1.2% | +112.0% | -110.8% | -8.1% |
| YTD | +123.0% | +184.2% | -61.2% | +94.5% |
| 1Y | +145.4% | +222.0% | -76.6% | +111.0% |
| 3Y | +368.6% | +92.6% | +276.1% | +286.9% |
| 5Y | +486.0% | -63.2% | +549.2% | +431.2% |
| All | +985.8% | +0.8% | +985.0% | +837.8% |
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