+6.3%
IOVA vs RGEN
+402.3%
-396.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.1% |
| 7D | -2.2% | -4.6% | +2.4% | 0.0% |
| 30D | +31.7% | +1.2% | +30.6% | +31.2% |
| 3M | +117.3% | +26.8% | +90.4% | +90.4% |
| 6M | +55.8% | +29.1% | +26.8% | +34.1% |
| YTD | +208.8% | +0.7% | +208.1% | +199.3% |
| 1Y | +255.7% | +39.1% | +216.6% | +193.3% |
| 3Y | +41.7% | +2.2% | +39.4% | +27.2% |
| 5Y | -64.9% | -44.0% | -20.9% | -61.8% |
| 10Y | +6.3% | +412.7% | -406.4% | -72.9% |
| All | +6.3% | +402.3% | -396.0% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling