+9.6%
EIX vs IOVA
+299.5%
-290.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.8% |
| 7D | -19.1% | +9.7% | -28.8% | -19.3% |
| 30D | -16.9% | +102.5% | -119.4% | -18.4% |
| 3M | -20.0% | +100.7% | -120.7% | -21.5% |
| 6M | -21.3% | +106.3% | -127.7% | -23.2% |
| YTD | -1.7% | +222.0% | -223.7% | -4.4% |
| 1Y | +9.6% | +299.5% | -290.0% | +6.8% |
| All | +9.6% | +299.5% | -290.0% | +6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling