+1,072.4%
ARWR vs RACE
+738.3%
+334.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | +0.7% | -16.0% | -15.8% |
| 7D | -17.3% | +3.9% | -21.3% | -19.5% |
| 30D | -21.5% | +7.4% | -29.0% | -25.3% |
| 3M | -43.8% | +1.6% | -45.4% | -44.7% |
| 6M | -32.3% | +23.3% | -55.6% | -42.5% |
| YTD | -25.8% | +14.7% | -40.5% | -34.9% |
| 1Y | +25.5% | +2.5% | +23.0% | +18.9% |
| 3Y | +84.1% | +28.0% | +56.2% | +39.7% |
| 5Y | -39.2% | +69.8% | -109.0% | -63.9% |
| 10Y | +1,072.4% | +734.9% | +337.5% | +27.8% |
| All | +1,072.4% | +738.3% | +334.1% | +27.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling