+435.2%
GEN vs IOVA
-92.2%
+527.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | 0.0% |
| 7D | -0.3% | +1.9% | -2.2% | -0.3% |
| 30D | +28.2% | -44.1% | +72.3% | +28.7% |
| 3M | +2.6% | +28.9% | -26.3% | +1.9% |
| 6M | +32.7% | +125.7% | -93.0% | +30.6% |
| YTD | +11.3% | +199.3% | -188.0% | +9.0% |
| 1Y | +17.9% | +255.2% | -237.3% | +15.2% |
| 3Y | +66.3% | +106.8% | -40.5% | +61.8% |
| 5Y | +31.7% | -67.1% | +98.8% | +29.3% |
| 10Y | +150.0% | +16.7% | +133.3% | +143.3% |
| All | +435.2% | -92.2% | +527.5% | +433.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling