+255.4%
IOVA vs AEE
+8.8%
+246.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.7% |
| 7D | -2.2% | -0.8% | -1.4% | -1.8% |
| 30D | +27.6% | -2.9% | +30.5% | +29.4% |
| 3M | +117.2% | -2.4% | +119.6% | +115.9% |
| 6M | +77.7% | -2.7% | +80.4% | +78.4% |
| YTD | +215.0% | +7.3% | +207.8% | +186.4% |
| 1Y | +255.4% | +7.5% | +247.8% | +251.1% |
| All | +255.4% | +8.8% | +246.6% | +251.1% |
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