+26.6%
ARWR vs SPY
+81.0%
-54.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.2% |
| 7D | -3.2% | -0.4% | -2.8% | -2.6% |
| 30D | -6.5% | -1.4% | -5.1% | -4.3% |
| 3M | +12.7% | +3.7% | +9.0% | +5.8% |
| 6M | +36.2% | +13.0% | +23.2% | +11.4% |
| YTD | +24.5% | +12.4% | +12.1% | +2.6% |
| 1Y | +198.0% | +18.5% | +179.4% | +125.7% |
| 3Y | +176.4% | +77.6% | +98.7% | +11.2% |
| 5Y | +26.6% | +81.7% | -55.1% | -48.4% |
| All | +26.6% | +81.0% | -54.4% | -48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling