+124.8%
AA vs ARWR
+1,075.6%
-950.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +5.0% | +3.8% |
| 7D | +1.7% | +2.9% | -1.2% | +1.2% |
| 30D | +3.3% | -2.9% | +6.2% | +3.8% |
| 3M | -29.4% | +15.2% | -44.6% | -31.1% |
| 6M | -12.8% | +42.3% | -55.1% | -18.0% |
| YTD | -2.1% | +28.2% | -30.3% | -6.8% |
| 1Y | +62.8% | +213.2% | -150.5% | +34.6% |
| 3Y | +90.5% | +184.6% | -94.2% | +50.3% |
| 5Y | +19.1% | +29.2% | -10.2% | +0.1% |
| 10Y | +124.8% | +1,012.5% | -887.8% | +55.1% |
| All | +124.8% | +1,075.6% | -950.8% | +55.1% |
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