+799.4%
ENTG vs IOVA
+7.8%
+791.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.8% |
| 7D | +8.9% | +5.1% | +3.9% | +8.2% |
| 30D | -7.2% | +37.2% | -44.5% | -11.5% |
| 3M | +6.4% | +117.5% | -111.1% | -6.8% |
| 6M | +25.7% | +69.6% | -43.9% | +12.9% |
| YTD | +67.9% | +218.7% | -150.8% | +35.4% |
| 1Y | +72.4% | +265.5% | -193.2% | +34.1% |
| 3Y | +48.4% | +46.2% | +2.2% | +16.0% |
| 5Y | +20.1% | -63.2% | +83.3% | +4.7% |
| All | +799.4% | +7.8% | +791.6% | +508.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling