+2,807.5%
REGN vs IOVA
-92.0%
+2,899.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.2% |
| 7D | -5.2% | -2.2% | -3.0% | -5.1% |
| 30D | +0.1% | +31.7% | -31.7% | -0.9% |
| 3M | +31.2% | +117.3% | -86.0% | +27.4% |
| 6M | +3.6% | +55.8% | -52.2% | +1.4% |
| YTD | +5.0% | +208.8% | -203.8% | +0.3% |
| 1Y | +45.9% | +255.7% | -209.8% | +38.2% |
| 3Y | -1.9% | +41.7% | -43.5% | -6.7% |
| 5Y | +26.2% | -64.9% | +91.1% | +22.2% |
| 10Y | +112.1% | +6.3% | +105.8% | +97.0% |
| All | +2,807.5% | -92.0% | +2,899.5% | +2,360.9% |
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