+736.3%
ARWR vs PSLV
+120.6%
+615.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.4% | -5.3% | -3.3% |
| 7D | -3.2% | +3.3% | -6.5% | -3.8% |
| 30D | -6.5% | +2.1% | -8.6% | -6.8% |
| 3M | +12.7% | +7.1% | +5.5% | +11.2% |
| 6M | +36.2% | -21.6% | +57.8% | +40.6% |
| YTD | +24.5% | -6.7% | +31.2% | +22.1% |
| 1Y | +198.0% | +59.3% | +138.7% | +166.8% |
| 3Y | +176.4% | +182.1% | -5.7% | +125.9% |
| 5Y | +26.6% | +162.6% | -136.1% | +3.6% |
| 10Y | +1,054.1% | +203.0% | +851.0% | +797.6% |
| All | +736.3% | +120.6% | +615.7% | +588.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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