+1,148.2%
ARES vs ARWR
+1,055.7%
+92.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +8.1% | -17.7% | +25.8% | +10.5% |
| 30D | +18.9% | -21.9% | +40.8% | +22.3% |
| 3M | +2.3% | -44.5% | +46.9% | +9.6% |
| 6M | +12.7% | -32.6% | +45.3% | +17.2% |
| YTD | -10.8% | -26.2% | +15.4% | -8.6% |
| 1Y | -5.3% | +23.0% | -28.3% | -9.5% |
| 3Y | +42.0% | +81.8% | -39.7% | +22.5% |
| 5Y | +88.3% | -36.0% | +124.3% | +74.7% |
| 10Y | +1,148.2% | +1,039.5% | +108.7% | +936.9% |
| All | +1,148.2% | +1,055.7% | +92.6% | +936.9% |
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 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