+67.2%
AG vs ARWR
+28.5%
+38.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | +1.0% | +1.7% | -0.7% | +0.7% |
| 30D | +19.2% | -0.7% | +19.8% | +19.4% |
| 3M | +6.2% | +14.9% | -8.7% | +3.0% |
| 6M | -26.7% | +32.6% | -59.3% | -30.9% |
| YTD | +26.1% | +30.0% | -3.9% | +18.9% |
| 1Y | +131.7% | +208.4% | -76.7% | +84.3% |
| 3Y | +255.3% | +208.8% | +46.5% | +160.4% |
| All | +67.2% | +28.5% | +38.7% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling