-27.7%
AVTR vs ARWR
+197.7%
-225.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.4% |
| 7D | +2.7% | +1.7% | +1.0% | +2.4% |
| 30D | +12.1% | -0.7% | +12.7% | +12.1% |
| 3M | +57.2% | +14.9% | +42.4% | +53.6% |
| 6M | +73.1% | +32.6% | +40.4% | +65.1% |
| YTD | +30.6% | +30.0% | +0.6% | +24.6% |
| 1Y | +13.5% | +208.4% | -194.9% | -6.1% |
| All | -27.7% | +197.7% | -225.4% | -46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling