+222.0%
IOVA vs AEE
+12.0%
+210.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.7% |
| 7D | -3.5% | +1.7% | -5.2% | -3.4% |
| 30D | -45.4% | +9.7% | -55.1% | -45.9% |
| 3M | +19.0% | +5.9% | +13.1% | +19.3% |
| 6M | +112.0% | +6.7% | +105.3% | +108.7% |
| YTD | +184.2% | +17.4% | +166.9% | +157.4% |
| 1Y | +222.0% | +12.7% | +209.3% | +227.5% |
| All | +222.0% | +12.0% | +210.0% | +227.5% |
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 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