+415.3%
ASX vs IOVA
-67.9%
+483.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.9% | +2.6% | +6.1% |
| 7D | -19.9% | -5.2% | -14.7% | -19.4% |
| 30D | -30.9% | -37.8% | +6.9% | -28.4% |
| 3M | -15.1% | +29.5% | -44.6% | -18.0% |
| 6M | -6.5% | +96.6% | -103.1% | -14.2% |
| YTD | +98.4% | +194.5% | -96.1% | +73.6% |
| 1Y | +107.9% | +248.1% | -140.2% | +78.5% |
| 3Y | +325.3% | +86.1% | +239.2% | +255.1% |
| All | +415.3% | -67.9% | +483.2% | +376.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling