+299.5%
IOVA vs AEE
+8.8%
+290.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +1.0% | +1.0% |
| 7D | +9.7% | +0.3% | +9.4% | +9.6% |
| 30D | +102.5% | -2.3% | +104.8% | +104.5% |
| 3M | +100.7% | +0.2% | +100.5% | +95.5% |
| 6M | +106.3% | -4.7% | +111.1% | +110.4% |
| YTD | +222.0% | +8.1% | +213.9% | +192.1% |
| 1Y | +299.5% | +8.5% | +291.0% | +290.8% |
| All | +299.5% | +8.8% | +290.7% | +290.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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