+86.5%
ATI vs ARWR
+59.7%
+26.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.6% | -4.2% | -1.2% |
| 7D | +8.3% | +2.4% | +6.0% | +8.0% |
| 30D | -7.3% | -1.1% | -6.1% | -7.2% |
| 3M | -10.5% | -31.2% | +20.7% | -5.9% |
| 6M | +16.4% | -19.3% | +35.7% | +18.8% |
| YTD | +56.1% | -7.1% | +63.2% | +54.6% |
| 1Y | +86.5% | +62.9% | +23.6% | +80.2% |
| All | +86.5% | +59.7% | +26.8% | +80.2% |
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