+222.0%
IOVA vs ARWR
+17.3%
+204.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.4% |
| 7D | -3.5% | -17.8% | +14.4% | +0.5% |
| 30D | -45.4% | -18.1% | -27.2% | -42.9% |
| 3M | +19.0% | -44.2% | +63.2% | +33.8% |
| 6M | +112.0% | -38.6% | +150.7% | +132.0% |
| YTD | +184.2% | -28.0% | +212.3% | +194.2% |
| 1Y | +222.0% | +16.1% | +205.9% | +206.5% |
| All | +222.0% | +17.3% | +204.7% | +206.5% |
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