+435.1%
GEN vs IOVA
-92.3%
+527.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +33.4% |
| 3M | +6.5% | +29.5% | -23.0% | +5.7% |
| 6M | +53.8% | +96.6% | -42.8% | +51.6% |
| YTD | +11.2% | +194.5% | -183.3% | +9.0% |
| 1Y | +19.4% | +248.1% | -228.7% | +16.7% |
| 3Y | +81.0% | +86.1% | -5.1% | +76.3% |
| 5Y | +33.4% | -67.8% | +101.3% | +31.1% |
| 10Y | +164.3% | +38.6% | +125.7% | +157.1% |
| All | +435.1% | -92.3% | +527.4% | +432.9% |
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 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