+378.0%
IOVA vs ARWR
+59.7%
+318.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.6% | -5.0% | -2.2% |
| 7D | -41.3% | +2.4% | -43.6% | -41.6% |
| 30D | -38.5% | -1.1% | -37.4% | -38.4% |
| 3M | +99.5% | -31.2% | +130.7% | +113.5% |
| 6M | +126.0% | -19.3% | +145.3% | +132.4% |
| YTD | +218.7% | -7.1% | +225.8% | +213.0% |
| 1Y | +378.0% | +62.9% | +315.1% | +366.1% |
| All | +378.0% | +59.7% | +318.3% | +366.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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