+184.6%
ARWR vs EXR
+23.6%
+161.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.4% | -1.4% |
| 7D | +2.9% | -0.7% | +3.5% | +3.2% |
| 30D | -2.9% | -6.9% | +4.0% | +0.8% |
| 3M | +15.2% | -3.0% | +18.2% | +16.1% |
| 6M | +42.3% | -2.9% | +45.2% | +43.0% |
| YTD | +28.2% | +9.3% | +18.9% | +19.7% |
| 1Y | +213.2% | -0.9% | +214.2% | +208.8% |
| 3Y | +184.6% | +24.7% | +159.9% | +141.0% |
| All | +184.6% | +23.6% | +161.0% | +141.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling