+1,080.9%
ARWR vs RACE
+741.5%
+339.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -19.9% | -3.9% | -16.1% | -17.8% |
| 30D | -18.7% | +6.8% | -25.5% | -22.4% |
| 3M | -44.7% | +1.3% | -46.0% | -45.5% |
| 6M | -36.5% | +26.3% | -62.8% | -46.9% |
| YTD | -25.7% | +13.8% | -39.5% | -34.4% |
| 1Y | +18.9% | -0.5% | +19.4% | +15.0% |
| 3Y | +83.1% | +25.6% | +57.4% | +40.7% |
| 5Y | -34.9% | +67.6% | -102.5% | -61.0% |
| 10Y | +1,080.9% | +724.7% | +356.2% | +18.6% |
| All | +1,080.9% | +741.5% | +339.3% | +18.6% |
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