+73.6%
ENTG vs IOVA
+244.9%
-171.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.4% | -0.5% | -3.7% |
| 7D | +5.1% | -6.4% | +11.6% | +5.5% |
| 30D | -8.5% | +25.4% | -34.0% | -9.7% |
| 3M | +6.7% | +115.3% | -108.6% | +1.5% |
| 6M | +17.7% | +56.5% | -38.8% | +12.5% |
| YTD | +63.5% | +198.2% | -134.7% | +52.1% |
| 1Y | +73.6% | +242.0% | -168.4% | +67.5% |
| All | +73.6% | +244.9% | -171.3% | +67.5% |
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