+186.5%
ARWR vs IAG
+94.1%
+92.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.3% | +0.7% |
| 7D | -4.3% | -4.1% | -0.3% | -3.4% |
| 30D | -7.3% | +10.6% | -17.9% | -9.8% |
| 3M | +17.0% | +35.4% | -18.4% | +7.3% |
| 6M | +39.8% | -9.5% | +49.3% | +39.4% |
| YTD | +24.7% | +21.8% | +2.8% | +9.0% |
| 1Y | +186.5% | +84.1% | +102.3% | +115.3% |
| All | +186.5% | +94.1% | +92.4% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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