+46.2%
IOVA vs AEE
+49.7%
-3.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.6% |
| 7D | +5.1% | +1.3% | +3.8% | +4.2% |
| 30D | +37.2% | -1.2% | +38.5% | +38.3% |
| 3M | +117.5% | +1.0% | +116.5% | +113.3% |
| 6M | +69.6% | -2.3% | +71.9% | +70.9% |
| YTD | +218.7% | +9.1% | +209.5% | +194.2% |
| 1Y | +265.5% | +10.6% | +255.0% | +236.3% |
| 3Y | +46.2% | +48.5% | -2.3% | -4.3% |
| All | +46.2% | +49.7% | -3.5% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling