+31.6%
ARWR vs RACE
+93.6%
-62.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +1.0% |
| 7D | +1.7% | -2.5% | +4.2% | +3.2% |
| 30D | -0.7% | +0.8% | -1.4% | -1.4% |
| 3M | +14.9% | +17.2% | -2.3% | +3.3% |
| 6M | +32.6% | +13.6% | +19.0% | +20.5% |
| YTD | +30.0% | +12.2% | +17.8% | +17.5% |
| 1Y | +208.4% | -16.3% | +224.6% | +236.8% |
| 3Y | +208.8% | +36.4% | +172.4% | +115.9% |
| All | +31.6% | +93.6% | -62.0% | -39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling