+529.2%
ASX vs IOVA
-65.6%
+594.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -16.7% |
| 3M | -2.1% | +24.7% | -26.8% | -5.2% |
| 6M | +8.2% | +118.6% | -110.4% | -1.5% |
| YTD | +137.3% | +196.3% | -59.1% | +107.6% |
| 1Y | +155.0% | +205.3% | -50.3% | +121.9% |
| 3Y | +397.9% | +103.8% | +294.2% | +312.8% |
| 5Y | +529.2% | -65.6% | +594.8% | +468.0% |
| All | +529.2% | -65.6% | +594.9% | +468.0% |
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