+0.2%
AS vs ARWR
+52.7%
-52.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.8% | +4.5% | -1.2% |
| 7D | +7.1% | -5.0% | +12.1% | +8.0% |
| 30D | +12.8% | -6.6% | +19.5% | +13.9% |
| 3M | -14.7% | -33.9% | +19.2% | -9.3% |
| 6M | -9.9% | -23.3% | +13.4% | -7.2% |
| YTD | -16.1% | -13.5% | -2.7% | -16.6% |
| 1Y | +0.2% | +42.5% | -42.4% | -1.4% |
| All | +0.2% | +52.7% | -52.5% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 1y: compounded portfolio wealth divided by compounded ARWR 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…
1y analysis · Full analysis span regression · 6 months rolling