+56.3%
ENTG vs IOVA
+90.0%
-33.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.6% | +7.8% | +9.2% |
| 7D | -7.6% | +1.9% | -9.5% | -7.7% |
| 30D | -15.5% | -44.1% | +28.7% | -10.6% |
| 3M | -7.8% | +28.9% | -36.7% | -12.5% |
| 6M | -5.9% | +125.7% | -131.6% | -18.3% |
| YTD | +66.7% | +199.3% | -132.5% | +36.4% |
| 1Y | +62.1% | +255.2% | -193.1% | +28.4% |
| 3Y | +56.3% | +106.8% | -50.6% | +17.4% |
| All | +56.3% | +90.0% | -33.7% | +17.4% |
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