+1,039.5%
ARWR vs RACE
+740.2%
+299.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | 0.0% |
| 7D | -17.7% | +0.2% | -17.9% | -17.8% |
| 30D | -21.9% | +6.6% | -28.5% | -25.3% |
| 3M | -44.5% | +2.2% | -46.7% | -45.6% |
| 6M | -32.6% | +22.4% | -55.0% | -42.5% |
| YTD | -26.2% | +13.8% | -40.0% | -34.9% |
| 1Y | +23.0% | +2.2% | +20.7% | +16.6% |
| 3Y | +81.8% | +25.6% | +56.1% | +39.7% |
| 5Y | -36.0% | +71.0% | -107.0% | -62.3% |
| 10Y | +1,039.5% | +739.1% | +300.4% | +14.2% |
| All | +1,039.5% | +740.2% | +299.3% | +14.2% |
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