+2.6%
AVTR vs ARWR
+331.0%
-328.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -2.0% | -4.3% | +2.3% | -1.2% |
| 30D | +8.1% | -7.3% | +15.3% | +9.6% |
| 3M | +54.2% | +17.0% | +37.2% | +48.2% |
| 6M | +82.6% | +39.8% | +42.8% | +68.5% |
| YTD | +29.8% | +24.7% | +5.2% | +22.1% |
| 1Y | +18.0% | +186.5% | -168.5% | -8.5% |
| 3Y | -26.4% | +176.8% | -203.2% | -47.9% |
| 5Y | -64.8% | +29.3% | -94.2% | -72.4% |
| All | +2.6% | +331.0% | -328.4% | -52.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling