+49.0%
REGN vs IOVA
+362.8%
-313.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -2.9% | -4.3% |
| 7D | +14.4% | -41.3% | +55.7% | +16.5% |
| 30D | +28.1% | -38.5% | +66.6% | +30.0% |
| 3M | +22.5% | +99.5% | -77.0% | +15.3% |
| 6M | +31.6% | +126.0% | -94.4% | +21.8% |
| YTD | +21.0% | +218.7% | -197.6% | +9.3% |
| 1Y | +49.0% | +378.0% | -329.1% | +31.8% |
| All | +49.0% | +362.8% | -313.8% | +31.8% |
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 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