+259.1%
ARWR vs BTG
+378.0%
-118.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.4% | -1.3% |
| 7D | +2.9% | +4.8% | -1.9% | +2.6% |
| 30D | -2.9% | +8.3% | -11.2% | -3.4% |
| 3M | +15.2% | +32.3% | -17.1% | +13.1% |
| 6M | +42.3% | +3.0% | +39.3% | +41.4% |
| YTD | +28.2% | +21.9% | +6.3% | +25.8% |
| 1Y | +213.2% | +28.2% | +185.1% | +206.6% |
| 3Y | +184.6% | +99.9% | +84.8% | +171.5% |
| 5Y | +29.2% | +73.6% | -44.3% | +23.6% |
| 10Y | +1,012.5% | +136.5% | +876.0% | +961.2% |
| All | +259.1% | +378.0% | -118.9% | +211.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling