+65.7%
ENTG vs IOVA
+362.8%
-297.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.5% | -5.0% | -6.4% |
| 7D | -10.3% | -41.3% | +30.9% | -8.8% |
| 30D | -14.4% | -38.5% | +24.2% | -13.0% |
| 3M | -1.1% | +99.5% | -100.6% | -3.5% |
| 6M | +3.0% | +126.0% | -123.0% | +0.1% |
| YTD | +70.1% | +218.7% | -148.6% | +67.9% |
| 1Y | +65.7% | +378.0% | -312.3% | +67.6% |
| All | +65.7% | +362.8% | -297.0% | +67.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling