+242.0%
IOVA vs EVRG
+18.2%
+223.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.5% |
| 7D | -6.4% | -0.7% | -5.7% | -6.1% |
| 30D | +25.4% | 0.0% | +25.4% | +25.7% |
| 3M | +115.3% | -1.0% | +116.3% | +115.3% |
| 6M | +56.5% | +1.0% | +55.6% | +57.6% |
| YTD | +198.2% | +15.1% | +183.1% | +182.4% |
| 1Y | +242.0% | +17.6% | +224.4% | +265.3% |
| All | +242.0% | +18.2% | +223.8% | +265.3% |
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