+86.1%
IOVA vs ARWR
+105.6%
-19.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.2% | +2.7% | +3.4% |
| 7D | -5.2% | -2.9% | -2.3% | -3.9% |
| 30D | -37.8% | -5.4% | -32.4% | -36.3% |
| 3M | +29.5% | -32.2% | +61.7% | +49.1% |
| 6M | +96.6% | -26.5% | +123.1% | +115.1% |
| YTD | +194.5% | -12.4% | +206.9% | +197.1% |
| 1Y | +248.1% | +46.9% | +201.2% | +174.0% |
| 3Y | +86.1% | +116.0% | -29.9% | +10.9% |
| All | +86.1% | +105.6% | -19.5% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling