-63.3%
IOVA vs ARWR
+28.5%
-91.8%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +9.7% | +1.7% | +8.1% | +8.9% |
| 30D | +102.5% | -0.7% | +103.2% | +102.7% |
| 3M | +100.7% | +14.9% | +85.8% | +84.9% |
| 6M | +106.3% | +32.6% | +73.7% | +76.2% |
| YTD | +222.0% | +30.0% | +191.9% | +174.5% |
| 1Y | +299.5% | +208.4% | +91.2% | +114.2% |
| 3Y | +42.9% | +208.8% | -165.9% | -35.1% |
| All | -63.3% | +28.5% | -91.8% | -74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling