+398.5%
ASX vs IOVA
+107.4%
+291.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.6% |
| 7D | +0.8% | -7.0% | +7.8% | +1.7% |
| 30D | -20.4% | -44.4% | +24.0% | -16.9% |
| 3M | -2.1% | +24.7% | -26.8% | -4.9% |
| 6M | +8.2% | +118.6% | -110.4% | -0.8% |
| YTD | +137.3% | +196.3% | -59.1% | +109.9% |
| 1Y | +155.0% | +205.3% | -50.3% | +124.5% |
| All | +398.5% | +107.4% | +291.1% | +327.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling