+74.6%
AG vs ARWR
+978.7%
-904.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +5.0% | +2.4% |
| 7D | -0.1% | -3.2% | +3.1% | +0.2% |
| 30D | +12.5% | -6.5% | +18.9% | +13.2% |
| 3M | +28.2% | +12.7% | +15.5% | +26.5% |
| 6M | -18.8% | +36.2% | -55.0% | -21.4% |
| YTD | +27.4% | +24.5% | +2.9% | +24.3% |
| 1Y | +132.2% | +198.0% | -65.8% | +108.2% |
| 3Y | +286.9% | +176.4% | +110.5% | +236.6% |
| 5Y | +72.8% | +26.6% | +46.2% | +54.5% |
| 10Y | +74.6% | +1,054.1% | -979.5% | +57.6% |
| All | +74.6% | +978.7% | -904.1% | +57.6% |
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 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