+42.8%
IGV vs GEN
+63.2%
-20.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -0.4% | -0.3% | -0.1% | -0.3% |
| 30D | -9.9% | +28.2% | -38.1% | -19.4% |
| 3M | -1.2% | +2.6% | -3.8% | -2.8% |
| 6M | +11.3% | +32.7% | -21.3% | -2.6% |
| YTD | -4.0% | +11.3% | -15.2% | -10.4% |
| 1Y | -7.3% | +17.9% | -25.3% | -15.6% |
| 3Y | +42.8% | +66.3% | -23.6% | +16.7% |
| All | +42.8% | +63.2% | -20.5% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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