+2,735.7%
ENTG vs IOVA
-92.2%
+2,827.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.6% | +7.8% | +9.4% |
| 7D | -7.6% | +1.9% | -9.5% | -7.6% |
| 30D | -15.5% | -44.1% | +28.7% | -13.9% |
| 3M | -7.8% | +28.9% | -36.7% | -9.2% |
| 6M | -5.9% | +125.7% | -131.6% | -9.7% |
| YTD | +66.7% | +199.3% | -132.5% | +57.6% |
| 1Y | +62.1% | +255.2% | -193.1% | +52.0% |
| 3Y | +56.3% | +106.8% | -50.6% | +46.0% |
| 5Y | -3.8% | -67.1% | +63.2% | -7.2% |
| 10Y | +770.1% | +16.7% | +753.3% | +712.1% |
| All | +2,735.7% | -92.2% | +2,827.9% | +2,389.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling