+50.5%
IVZ vs GEN
+166.9%
-116.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.7% | +6.7% |
| 7D | +4.1% | -0.3% | +4.4% | +4.2% |
| 30D | -2.0% | +28.2% | -30.2% | -9.2% |
| 3M | -7.8% | +2.6% | -10.5% | -9.5% |
| 6M | +6.3% | +32.7% | -26.4% | -4.2% |
| YTD | +12.6% | +11.3% | +1.3% | +6.5% |
| 1Y | +27.6% | +17.9% | +9.7% | +18.6% |
| 3Y | +154.0% | +66.3% | +87.7% | +113.8% |
| 5Y | +37.3% | +31.7% | +5.6% | +20.4% |
| 10Y | +50.5% | +150.0% | -99.5% | +9.2% |
| All | +50.5% | +166.9% | -116.3% | +9.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling