+1,012.5%
ARWR vs RACE
+793.3%
+219.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.8% |
| 7D | +2.9% | -1.0% | +3.9% | +3.6% |
| 30D | -2.9% | -1.5% | -1.4% | -2.2% |
| 3M | +15.2% | +15.5% | -0.2% | +3.5% |
| 6M | +42.3% | +17.3% | +25.0% | +25.0% |
| YTD | +28.2% | +11.1% | +17.1% | +15.3% |
| 1Y | +213.2% | -14.3% | +227.5% | +232.5% |
| 3Y | +184.6% | +40.2% | +144.5% | +100.7% |
| 5Y | +29.2% | +92.6% | -63.3% | -29.6% |
| 10Y | +1,012.5% | +786.6% | +226.0% | +63.4% |
| All | +1,012.5% | +793.3% | +219.3% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RACE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling