+392.6%
ASX vs IOVA
+44.8%
+347.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.1% |
| 7D | -0.7% | +9.7% | -10.5% | -1.5% |
| 30D | +2.0% | +102.5% | -100.5% | -4.3% |
| 3M | -1.3% | +100.7% | -102.0% | -7.6% |
| 6M | +71.4% | +106.3% | -34.9% | +59.0% |
| YTD | +135.3% | +222.0% | -86.7% | +109.9% |
| 1Y | +267.5% | +299.5% | -32.1% | +219.8% |
| All | +392.6% | +44.8% | +347.8% | +328.2% |
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