+30.7%
IOVA vs ARWR
+906.2%
-875.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.2% | +2.7% | +3.5% |
| 7D | -5.2% | -2.9% | -2.3% | -4.2% |
| 30D | -37.8% | -5.4% | -32.4% | -36.6% |
| 3M | +29.5% | -32.2% | +61.7% | +44.8% |
| 6M | +96.6% | -26.5% | +123.1% | +111.5% |
| YTD | +194.5% | -12.4% | +206.9% | +198.9% |
| 1Y | +248.1% | +46.9% | +201.2% | +196.9% |
| 3Y | +86.1% | +116.0% | -29.9% | +32.3% |
| 5Y | -67.8% | -28.0% | -39.9% | -71.1% |
| All | +30.7% | +906.2% | -875.5% | -30.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling