+28.5%
ARWR vs BG
+85.0%
-56.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | -4.3% | +3.7% | -8.0% | -5.0% |
| 30D | -7.3% | +12.3% | -19.6% | -9.6% |
| 3M | +17.0% | -2.2% | +19.2% | +17.2% |
| 6M | +39.8% | +5.3% | +34.5% | +36.8% |
| YTD | +24.7% | +42.4% | -17.7% | +12.1% |
| 1Y | +186.5% | +55.2% | +131.3% | +151.3% |
| 3Y | +176.8% | +21.0% | +155.8% | +151.8% |
| All | +28.5% | +85.0% | -56.5% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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