-1.5%
IOVA vs AEE
+191.3%
-192.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -3.0% |
| 7D | -6.4% | -0.7% | -5.8% | -6.2% |
| 30D | +25.4% | -2.0% | +27.4% | +26.4% |
| 3M | +115.3% | -2.8% | +118.2% | +116.9% |
| 6M | +56.5% | -3.6% | +60.1% | +58.4% |
| YTD | +198.2% | +7.3% | +190.9% | +188.7% |
| 1Y | +242.0% | +8.7% | +233.3% | +230.4% |
| 3Y | +36.8% | +46.0% | -9.2% | +18.3% |
| 5Y | -64.3% | +39.8% | -104.0% | -69.2% |
| All | -1.5% | +191.3% | -192.7% | -21.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling