+2.8%
IOVA vs AEIS
+332.3%
-329.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.0% | +5.7% | +3.4% |
| 7D | -3.5% | +11.5% | -15.0% | -8.2% |
| 30D | -45.4% | -15.8% | -29.6% | -41.6% |
| 3M | +19.0% | -33.3% | +52.3% | +37.8% |
| 6M | +112.0% | -35.2% | +147.2% | +136.8% |
| YTD | +184.2% | +5.0% | +179.2% | +144.2% |
| 1Y | +222.0% | +8.5% | +213.5% | +171.7% |
| 3Y | +92.6% | +152.9% | -60.3% | +2.7% |
| 5Y | -63.2% | +144.6% | -207.8% | -80.9% |
| All | +2.8% | +332.3% | -329.5% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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