+62.9%
ARWR vs BTG
+24.4%
+38.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.7% | -5.2% | +1.7% |
| 7D | +2.4% | -0.2% | +2.6% | +2.3% |
| 30D | -1.1% | -0.8% | -0.3% | -1.3% |
| 3M | -31.2% | +31.8% | -63.0% | -35.5% |
| 6M | -19.3% | +20.4% | -39.7% | -23.7% |
| YTD | -7.1% | +14.7% | -21.9% | -18.4% |
| 1Y | +62.9% | +29.4% | +33.5% | +30.3% |
| All | +62.9% | +24.4% | +38.5% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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