+842.6%
ASX vs IOVA
+28.7%
+814.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.6% | +7.0% | +8.5% |
| 7D | -12.3% | +1.9% | -14.2% | -12.3% |
| 30D | -26.0% | -44.1% | +18.1% | -22.4% |
| 3M | -8.1% | +28.9% | -37.0% | -11.4% |
| 6M | +1.4% | +125.7% | -124.3% | -8.4% |
| YTD | +115.6% | +199.3% | -83.7% | +87.2% |
| 1Y | +128.0% | +255.2% | -127.2% | +94.1% |
| 3Y | +371.4% | +106.8% | +264.6% | +286.8% |
| 5Y | +469.4% | -67.1% | +536.5% | +421.6% |
| 10Y | +842.6% | +16.7% | +825.9% | +714.2% |
| All | +842.6% | +28.7% | +814.0% | +714.2% |
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