+184.6%
ARWR vs SPY
+78.7%
+105.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.5% |
| 7D | +2.9% | +0.5% | +2.3% | +2.0% |
| 30D | -2.9% | -0.9% | -2.0% | -1.4% |
| 3M | +15.2% | +3.9% | +11.3% | +7.8% |
| 6M | +42.3% | +14.5% | +27.8% | +13.3% |
| YTD | +28.2% | +12.9% | +15.3% | +4.3% |
| 1Y | +213.2% | +19.4% | +193.9% | +132.8% |
| 3Y | +184.6% | +78.5% | +106.2% | +7.3% |
| All | +184.6% | +78.7% | +105.9% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…
3y analysis · Full analysis span regression · 6 months rolling