+22.7%
EIX vs IOVA
+6.6%
+16.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.6% |
| 7D | +0.9% | +5.1% | -4.2% | +0.6% |
| 30D | -13.5% | +37.2% | -50.8% | -15.0% |
| 3M | -15.3% | +117.5% | -132.8% | -19.2% |
| 6M | -15.3% | +69.6% | -84.9% | -18.6% |
| YTD | +2.7% | +218.7% | -216.0% | -4.9% |
| 1Y | +17.4% | +265.5% | -248.1% | +7.3% |
| 3Y | -1.3% | +46.2% | -47.6% | -10.0% |
| 5Y | +27.2% | -63.2% | +90.4% | +20.3% |
| 10Y | +22.7% | +6.1% | +16.6% | +12.9% |
| All | +22.7% | +6.6% | +16.1% | +12.9% |
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