+49.0%
IVZ vs GEN
+157.3%
-108.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.8% |
| 7D | -2.4% | +2.3% | -4.7% | -3.1% |
| 30D | -11.2% | +33.1% | -44.3% | -18.6% |
| 3M | -14.0% | +6.5% | -20.5% | -16.5% |
| 6M | +0.5% | +53.8% | -53.3% | -13.7% |
| YTD | +5.4% | +11.2% | -5.8% | -0.2% |
| 1Y | +19.5% | +19.4% | +0.1% | +10.6% |
| 3Y | +128.7% | +81.0% | +47.7% | +87.8% |
| 5Y | +28.8% | +33.4% | -4.7% | +12.5% |
| All | +49.0% | +157.3% | -108.3% | +7.4% |
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