+149.7%
GEN vs IOVA
+12.2%
+137.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.7% |
| 7D | +1.0% | -8.5% | +9.5% | +1.3% |
| 30D | +29.1% | -44.7% | +73.8% | +31.3% |
| 3M | +2.9% | +26.2% | -23.3% | -0.2% |
| 6M | +33.6% | +123.2% | -89.6% | +24.5% |
| YTD | +12.0% | +196.0% | -183.9% | +1.8% |
| 1Y | +16.2% | +240.9% | -224.8% | +4.4% |
| 3Y | +65.1% | +103.5% | -38.5% | +42.6% |
| 5Y | +33.3% | -65.5% | +98.8% | +23.2% |
| 10Y | +149.7% | +7.0% | +142.6% | +100.2% |
| All | +149.7% | +12.2% | +137.4% | +100.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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