+1,104.4%
IVZ vs GEN
+2,171.3%
-1,067.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.7% |
| 7D | +0.6% | -1.2% | +1.8% | +0.9% |
| 30D | +4.0% | +10.1% | -6.1% | +1.3% |
| 3M | +18.2% | +16.1% | +2.1% | +13.2% |
| 6M | +32.8% | +38.9% | -6.0% | +20.5% |
| YTD | +28.7% | +14.4% | +14.3% | +22.8% |
| 1Y | +55.4% | +5.9% | +49.5% | +51.1% |
| 3Y | +135.2% | +58.8% | +76.4% | +105.1% |
| 5Y | +64.2% | +24.7% | +39.5% | +50.2% |
| 10Y | +64.6% | +163.1% | -98.5% | +17.4% |
| All | +1,104.4% | +2,171.3% | -1,067.0% | +447.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling