+6.1%
IOVA vs ARWR
+1,075.6%
-1,069.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.6% |
| 7D | +5.1% | +2.9% | +2.2% | +4.2% |
| 30D | +37.2% | -2.9% | +40.1% | +38.4% |
| 3M | +117.5% | +15.2% | +102.3% | +106.3% |
| 6M | +69.6% | +42.3% | +27.3% | +50.9% |
| YTD | +218.7% | +28.2% | +190.5% | +189.9% |
| 1Y | +265.5% | +213.2% | +52.3% | +148.0% |
| 3Y | +46.2% | +184.6% | -138.4% | -4.8% |
| 5Y | -63.2% | +29.2% | -92.5% | -71.6% |
| 10Y | +6.1% | +1,012.5% | -1,006.5% | -47.2% |
| All | +6.1% | +1,075.6% | -1,069.5% | -47.2% |
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