+26.6%
ARWR vs XPO
+262.4%
-235.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.1% | +0.1% | -1.8% |
| 7D | -3.2% | -0.9% | -2.3% | -2.9% |
| 30D | -6.5% | -8.1% | +1.6% | -3.7% |
| 3M | +12.7% | -19.0% | +31.7% | +21.0% |
| 6M | +36.2% | -5.2% | +41.4% | +36.9% |
| YTD | +24.5% | +35.6% | -11.1% | +7.6% |
| 1Y | +198.0% | +41.1% | +156.9% | +152.0% |
| 3Y | +176.4% | +157.9% | +18.4% | +74.4% |
| 5Y | +26.6% | +265.6% | -239.1% | -40.4% |
| All | +26.6% | +262.4% | -235.9% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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