+3,022.4%
ENTG vs IOVA
-92.3%
+3,114.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.1% | +11.2% | +11.3% |
| 7D | +7.9% | -7.0% | +15.0% | +8.3% |
| 30D | -3.6% | -44.4% | +40.9% | -1.7% |
| 3M | +2.7% | +24.7% | -21.9% | +1.3% |
| 6M | +3.6% | +118.6% | -115.1% | -0.5% |
| YTD | +83.6% | +196.3% | -112.7% | +73.6% |
| 1Y | +84.9% | +205.3% | -120.4% | +74.4% |
| 3Y | +63.2% | +103.8% | -40.6% | +52.6% |
| 5Y | +4.9% | -65.6% | +70.5% | +1.1% |
| 10Y | +799.3% | +6.4% | +792.9% | +740.5% |
| All | +3,022.4% | -92.3% | +3,114.7% | +2,642.5% |
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 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