+132.2%
AG vs ARWR
+201.3%
-69.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +5.0% | +3.0% |
| 7D | -0.1% | -3.2% | +3.1% | +0.9% |
| 30D | +12.5% | -6.5% | +18.9% | +14.8% |
| 3M | +28.2% | +12.7% | +15.5% | +22.9% |
| 6M | -18.8% | +36.2% | -55.0% | -25.8% |
| YTD | +27.4% | +24.5% | +2.9% | +18.0% |
| 1Y | +132.2% | +198.0% | -65.8% | +50.9% |
| All | +132.2% | +201.3% | -69.2% | +50.9% |
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