+1,089.9%
ARES vs ARWR
+1,009.4%
+80.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.5% | +1.1% | -2.8% |
| 7D | -0.3% | -17.9% | +17.6% | +1.9% |
| 30D | +15.3% | -18.9% | +34.2% | +18.0% |
| 3M | -5.4% | -46.0% | +40.6% | +1.6% |
| 6M | +10.0% | -40.3% | +50.4% | +16.2% |
| YTD | -14.7% | -29.0% | +14.3% | -12.2% |
| 1Y | -9.7% | +13.8% | -23.5% | -12.9% |
| 3Y | +35.8% | +74.9% | -39.1% | +17.7% |
| 5Y | +80.9% | -36.2% | +117.1% | +68.2% |
| All | +1,089.9% | +1,009.4% | +80.5% | +888.4% |
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