+1,086.9%
ARWR vs RACE
+658.9%
+428.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +2.2% |
| 7D | -2.9% | +5.1% | -8.0% | -6.0% |
| 30D | -5.4% | +7.7% | -13.1% | -9.9% |
| 3M | -32.2% | +2.2% | -34.4% | -33.4% |
| 6M | -26.5% | +23.8% | -50.3% | -37.3% |
| YTD | -12.4% | +13.9% | -26.3% | -22.2% |
| 1Y | +46.9% | +3.8% | +43.1% | +38.3% |
| 3Y | +116.0% | +28.0% | +87.9% | +67.5% |
| 5Y | -28.0% | +64.9% | -92.9% | -54.3% |
| 10Y | +923.9% | +780.4% | +143.6% | +129.2% |
| All | +1,086.9% | +658.9% | +428.1% | +143.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling