+153.2%
GEN vs IOVA
+4.5%
+148.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | 0.0% |
| 7D | -2.9% | -2.2% | -0.7% | -2.8% |
| 30D | +2.1% | +31.7% | -29.7% | +0.4% |
| 3M | +19.7% | +117.3% | -97.6% | +13.7% |
| 6M | +33.3% | +55.8% | -22.6% | +28.3% |
| YTD | +11.1% | +208.8% | -197.7% | +2.3% |
| 1Y | +3.0% | +255.7% | -252.7% | -6.5% |
| 3Y | +57.9% | +41.7% | +16.2% | +41.3% |
| 5Y | +20.6% | -64.9% | +85.5% | +13.1% |
| 10Y | +153.2% | +6.3% | +146.9% | +103.2% |
| All | +153.2% | +4.5% | +148.8% | +103.2% |
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