+858.4%
ASX vs IOVA
+9.2%
+849.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.1% |
| 7D | -0.7% | +9.7% | -10.5% | -1.6% |
| 30D | +2.0% | +102.5% | -100.5% | -5.3% |
| 3M | -1.3% | +100.7% | -102.0% | -8.7% |
| 6M | +71.4% | +106.3% | -34.9% | +56.9% |
| YTD | +135.3% | +222.0% | -86.7% | +105.4% |
| 1Y | +267.5% | +299.5% | -32.1% | +210.9% |
| 3Y | +388.5% | +42.9% | +345.6% | +318.0% |
| 5Y | +417.1% | -65.0% | +482.1% | +375.6% |
| All | +858.4% | +9.2% | +849.2% | +753.5% |
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 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