+81.0%
GEN vs IOVA
+85.3%
-4.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.9% | -6.5% | -2.7% |
| 7D | +2.3% | -5.2% | +7.5% | +2.3% |
| 30D | +33.1% | -37.8% | +70.8% | +32.9% |
| 3M | +6.5% | +29.5% | -23.0% | +3.9% |
| 6M | +53.8% | +96.6% | -42.8% | +47.1% |
| YTD | +11.2% | +194.5% | -183.3% | +4.2% |
| 1Y | +19.4% | +248.1% | -228.7% | +11.0% |
| 3Y | +81.0% | +86.1% | -5.1% | +56.8% |
| All | +81.0% | +85.3% | -4.2% | +56.8% |
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