-9.0%
AEM vs IOVA
+104.0%
-113.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.7% | +1.6% | -3.5% |
| 7D | -5.6% | -1.4% | -4.2% | -5.5% |
| 30D | -3.9% | -47.4% | +43.5% | +2.1% |
| 3M | -3.4% | +13.2% | -16.6% | -6.5% |
| 6M | -9.0% | +114.3% | -123.4% | -18.1% |
| All | -9.0% | +104.0% | -113.0% | -18.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling