+62.5%
GEN vs IOVA
+49.0%
+13.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.2% |
| 7D | -1.2% | +9.7% | -10.9% | -1.5% |
| 30D | +10.1% | +102.5% | -92.4% | +7.3% |
| 3M | +16.1% | +100.7% | -84.6% | +12.8% |
| 6M | +38.9% | +106.3% | -67.5% | +34.3% |
| YTD | +14.4% | +222.0% | -207.5% | +8.3% |
| 1Y | +5.9% | +299.5% | -293.7% | -1.0% |
| All | +62.5% | +49.0% | +13.5% | +37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling