+299.5%
IOVA vs EVRG
+17.4%
+282.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | +9.7% | +1.1% | +8.6% | +9.2% |
| 30D | +102.5% | -1.0% | +103.5% | +103.6% |
| 3M | +100.7% | +0.4% | +100.3% | +99.4% |
| 6M | +106.3% | -0.8% | +107.2% | +108.3% |
| YTD | +222.0% | +15.3% | +206.6% | +202.5% |
| 1Y | +299.5% | +17.9% | +281.7% | +305.4% |
| All | +299.5% | +17.4% | +282.1% | +305.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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