+79.0%
ENB vs IOVA
+50.0%
+29.0%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.8% |
| 7D | -0.5% | +5.1% | -5.5% | -0.6% |
| 30D | -0.2% | +37.2% | -37.4% | -0.8% |
| 3M | -7.5% | +117.5% | -125.0% | -9.1% |
| 6M | -4.1% | +69.6% | -73.7% | -5.6% |
| YTD | +9.8% | +218.7% | -208.9% | +6.7% |
| 1Y | +8.7% | +265.5% | -256.9% | +5.1% |
| 3Y | +79.0% | +46.2% | +32.8% | +66.8% |
| All | +79.0% | +50.0% | +29.0% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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