+274.0%
ACGL vs ARWR
+1,117.8%
-843.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.7% |
| 7D | -0.7% | +1.7% | -2.4% | -0.9% |
| 30D | -1.0% | -0.7% | -0.3% | -1.0% |
| 3M | +11.0% | +14.9% | -3.8% | +9.7% |
| 6M | -0.3% | +32.6% | -33.0% | -2.7% |
| YTD | +2.3% | +30.0% | -27.8% | -0.2% |
| 1Y | +6.4% | +208.4% | -202.0% | -2.7% |
| 3Y | +34.0% | +208.8% | -174.8% | +18.3% |
| 5Y | +161.6% | +27.8% | +133.8% | +140.0% |
| All | +274.0% | +1,117.8% | -843.8% | +202.3% |
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