+3,076.1%
EME vs IOVA
-91.6%
+3,167.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.7% |
| 7D | +1.9% | +9.7% | -7.8% | +1.7% |
| 30D | -8.3% | +102.5% | -110.8% | -9.7% |
| 3M | -10.7% | +100.7% | -111.4% | -12.2% |
| 6M | +1.9% | +106.3% | -104.4% | 0.0% |
| YTD | +23.5% | +222.0% | -198.5% | +20.0% |
| 1Y | +18.0% | +299.5% | -281.6% | +14.0% |
| 3Y | +236.1% | +42.9% | +193.2% | +225.7% |
| 5Y | +527.9% | -65.0% | +592.9% | +514.9% |
| 10Y | +1,252.8% | +10.3% | +1,242.5% | +1,198.5% |
| All | +3,076.1% | -91.6% | +3,167.8% | +2,779.4% |
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