+2.8%
IOVA vs ARWR
+1,024.2%
-1,021.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.3% |
| 7D | -3.5% | -17.8% | +14.4% | +2.0% |
| 30D | -45.4% | -18.1% | -27.2% | -42.1% |
| 3M | +19.0% | -44.2% | +63.2% | +41.2% |
| 6M | +112.0% | -38.6% | +150.7% | +141.0% |
| YTD | +184.2% | -28.0% | +212.3% | +205.0% |
| 1Y | +222.0% | +16.1% | +205.9% | +191.2% |
| 3Y | +92.6% | +84.0% | +8.6% | +40.7% |
| 5Y | -63.2% | -35.4% | -27.8% | -65.7% |
| All | +2.8% | +1,024.2% | -1,021.5% | -48.7% |
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