+2.1%
IOVA vs AEE
+194.9%
-192.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.9% |
| 7D | -2.2% | +1.1% | -3.3% | -2.6% |
| 30D | +31.7% | 0.0% | +31.7% | +31.7% |
| 3M | +117.3% | -0.9% | +118.2% | +117.1% |
| 6M | +55.8% | -2.4% | +58.2% | +56.9% |
| YTD | +208.8% | +8.6% | +200.1% | +197.5% |
| 1Y | +255.7% | +10.2% | +245.5% | +241.8% |
| 3Y | +41.7% | +47.8% | -6.1% | +21.9% |
| 5Y | -64.9% | +40.1% | -105.0% | -69.8% |
| All | +2.1% | +194.9% | -192.8% | -19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling