+4.1%
ALC vs ARWR
+79.8%
-75.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +3.1% |
| 7D | -1.1% | -17.8% | +16.8% | +0.4% |
| 30D | +16.0% | -18.1% | +34.2% | +17.8% |
| 3M | +0.8% | -44.2% | +45.0% | +5.5% |
| 6M | +16.8% | -38.6% | +55.5% | +20.9% |
| YTD | -5.5% | -28.0% | +22.5% | -4.2% |
| 1Y | -5.3% | +16.1% | -21.4% | -8.9% |
| 3Y | +4.1% | +84.0% | -79.9% | -8.3% |
| All | +4.1% | +79.8% | -75.7% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling