+435.3%
AZN vs IOVA
-91.7%
+527.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.6% |
| 7D | -1.5% | +5.1% | -6.6% | -1.6% |
| 30D | -0.9% | +37.2% | -38.1% | -1.4% |
| 3M | -11.8% | +117.5% | -129.3% | -13.2% |
| 6M | -17.6% | +69.6% | -87.2% | -18.6% |
| YTD | -12.0% | +218.7% | -230.7% | -14.1% |
| 1Y | -0.9% | +265.5% | -266.4% | -3.5% |
| 3Y | +23.7% | +46.2% | -22.6% | +20.3% |
| 5Y | +54.5% | -63.2% | +117.8% | +51.6% |
| 10Y | +218.2% | +6.1% | +212.1% | +206.8% |
| All | +435.3% | -91.7% | +527.0% | +396.7% |
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