+23.0%
ARWR vs EXR
+26.0%
-3.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | -17.7% | +1.7% | -19.4% | -18.2% |
| 30D | -21.9% | +18.0% | -40.0% | -26.7% |
| 3M | -44.5% | +9.7% | -54.2% | -46.5% |
| 6M | -32.6% | +13.4% | -46.0% | -36.7% |
| YTD | -26.2% | +26.3% | -52.5% | -39.2% |
| 1Y | +23.0% | +27.6% | -4.6% | +2.6% |
| All | +23.0% | +26.0% | -3.1% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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