+428.5%
AME vs IOVA
+4.5%
+424.1%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.4% |
| 7D | +1.3% | -2.2% | +3.5% | +1.5% |
| 30D | -6.6% | +31.7% | -38.3% | -8.5% |
| 3M | +3.0% | +117.3% | -114.3% | -3.7% |
| 6M | +5.3% | +55.8% | -50.5% | +0.2% |
| YTD | +15.4% | +208.8% | -193.4% | +3.7% |
| 1Y | +26.8% | +255.7% | -228.9% | +11.8% |
| 3Y | +56.5% | +41.7% | +14.8% | +36.6% |
| 5Y | +85.2% | -64.9% | +150.2% | +72.6% |
| 10Y | +428.5% | +6.3% | +422.2% | +335.2% |
| All | +428.5% | +4.5% | +424.1% | +335.2% |
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