+769.3%
ENTG vs IOVA
+0.8%
+768.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -4.0% |
| 7D | +15.2% | -3.5% | +18.7% | +15.7% |
| 30D | -3.6% | -45.4% | +41.8% | +3.2% |
| 3M | -10.0% | +19.0% | -29.0% | -14.3% |
| 6M | +1.8% | +112.0% | -110.2% | -12.7% |
| YTD | +75.5% | +184.2% | -108.7% | +40.9% |
| 1Y | +82.4% | +222.0% | -139.6% | +43.0% |
| 3Y | +58.5% | +92.6% | -34.1% | +17.6% |
| 5Y | +0.4% | -63.2% | +63.5% | -14.1% |
| All | +769.3% | +0.8% | +768.5% | +489.0% |
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