+12.1%
ACWI vs ARWR
+20.5%
-8.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -15.3% | +17.9% | +3.7% |
| 7D | +0.3% | -17.3% | +17.7% | +1.6% |
| 30D | -2.8% | -21.5% | +18.7% | -1.2% |
| 3M | -3.2% | -43.8% | +40.7% | +0.8% |
| 6M | +1.3% | -32.3% | +33.5% | +3.7% |
| YTD | +11.2% | -25.8% | +37.1% | +12.3% |
| All | +12.1% | +20.5% | -8.4% | +10.5% |
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