+6.3%
IOVA vs AEIS
+545.5%
-539.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.6% |
| 7D | -2.2% | +6.5% | -8.7% | -4.8% |
| 30D | +31.7% | -9.2% | +40.9% | +35.9% |
| 3M | +117.3% | -8.3% | +125.6% | +113.9% |
| 6M | +55.8% | -6.3% | +62.2% | +48.8% |
| YTD | +208.8% | +36.5% | +172.3% | +141.3% |
| 1Y | +255.7% | +84.8% | +170.9% | +134.6% |
| 3Y | +41.7% | +176.6% | -134.9% | -25.8% |
| 5Y | -64.9% | +237.1% | -302.0% | -83.8% |
| 10Y | +6.3% | +554.7% | -548.4% | -68.4% |
| All | +6.3% | +545.5% | -539.2% | -68.4% |
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