+30.5%
ALL vs ARWR
+20.0%
+10.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +2.9% |
| 7D | -0.1% | -17.7% | +17.5% | -0.4% |
| 30D | +13.8% | -21.9% | +35.7% | +13.4% |
| 3M | -2.8% | -44.5% | +41.8% | -3.4% |
| 6M | +23.7% | -32.6% | +56.3% | +22.8% |
| YTD | +27.3% | -26.2% | +53.5% | +25.8% |
| 1Y | +30.5% | +23.0% | +7.6% | +27.3% |
| All | +30.5% | +20.0% | +10.6% | +27.3% |
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 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