+1,836.6%
ASX vs IOVA
-92.6%
+1,929.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -11.0% | -9.7% | -20.4% |
| 7D | -33.3% | -19.0% | -14.3% | -32.8% |
| 30D | -36.5% | -40.3% | +3.8% | -35.6% |
| 3M | -19.2% | +78.3% | -97.5% | -21.0% |
| 6M | -10.2% | +94.5% | -104.7% | -12.6% |
| YTD | +86.5% | +183.5% | -97.1% | +79.1% |
| 1Y | +89.6% | +327.6% | -238.0% | +79.7% |
| 3Y | +298.6% | +83.8% | +214.8% | +278.9% |
| 5Y | +414.3% | -69.0% | +483.3% | +400.7% |
| 10Y | +711.1% | +33.4% | +677.6% | +664.0% |
| All | +1,836.6% | -92.6% | +1,929.2% | +1,547.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling