+216.5%
AZN vs IOVA
+9.7%
+206.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.7% | -5.3% | 0.0% |
| 7D | -1.6% | -2.2% | +0.6% | -1.4% |
| 30D | +1.1% | +27.6% | -26.5% | -0.5% |
| 3M | -12.1% | +117.2% | -129.3% | -16.7% |
| 6M | -17.1% | +77.7% | -94.8% | -21.0% |
| YTD | -12.0% | +215.0% | -227.0% | -19.3% |
| 1Y | -0.2% | +255.4% | -255.6% | -9.6% |
| 3Y | +26.8% | +42.6% | -15.8% | +13.8% |
| 5Y | +56.9% | -62.2% | +119.1% | +46.7% |
| All | +216.5% | +9.7% | +206.8% | +156.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling