+222.0%
IOVA vs AEIS
+4.7%
+217.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.0% | +5.7% | +2.4% |
| 7D | -3.5% | +11.5% | -15.0% | -5.4% |
| 30D | -45.4% | -15.8% | -29.6% | -44.6% |
| 3M | +19.0% | -33.3% | +52.3% | +22.2% |
| 6M | +112.0% | -35.2% | +147.2% | +114.2% |
| YTD | +184.2% | +5.0% | +179.2% | +185.8% |
| 1Y | +222.0% | +8.5% | +213.5% | +204.9% |
| All | +222.0% | +4.7% | +217.3% | +204.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling