+26.6%
ARWR vs CASY
+234.8%
-208.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -14.2% | +11.3% | +2.3% |
| 7D | -3.2% | -16.5% | +13.3% | +3.0% |
| 30D | -6.5% | -26.4% | +19.9% | +4.1% |
| 3M | +12.7% | -17.3% | +30.0% | +17.3% |
| 6M | +36.2% | -5.2% | +41.4% | +32.7% |
| YTD | +24.5% | +14.1% | +10.4% | +10.8% |
| 1Y | +198.0% | +16.6% | +181.4% | +160.4% |
| 3Y | +176.4% | +163.7% | +12.6% | +50.6% |
| 5Y | +26.6% | +231.3% | -204.7% | -43.9% |
| All | +26.6% | +234.8% | -208.3% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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