+86.9%
AG vs ARWR
+1,021.8%
-934.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.9% | -1.2% |
| 7D | -4.0% | -19.9% | +15.9% | -1.8% |
| 30D | -13.1% | -18.7% | +5.7% | -11.2% |
| 3M | -22.0% | -44.7% | +22.7% | -16.8% |
| 6M | -37.3% | -36.5% | -0.7% | -34.2% |
| YTD | -11.2% | -25.7% | +14.5% | -8.6% |
| 1Y | +23.9% | +18.9% | +5.0% | +20.8% |
| 3Y | +225.1% | +83.1% | +142.1% | +192.0% |
| 5Y | +7.7% | -34.9% | +42.6% | +1.9% |
| 10Y | +86.9% | +1,080.9% | -994.0% | +80.1% |
| All | +86.9% | +1,021.8% | -934.9% | +80.1% |
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