-60.3%
AVTR vs ARWR
-28.9%
-31.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +2.0% |
| 7D | -3.6% | -2.9% | -0.7% | -3.2% |
| 30D | +0.8% | -5.4% | +6.2% | +1.5% |
| 3M | +17.4% | -32.2% | +49.6% | +23.9% |
| 6M | +83.5% | -26.5% | +110.0% | +90.0% |
| YTD | +35.0% | -12.4% | +47.4% | +35.2% |
| 1Y | +36.7% | +46.9% | -10.2% | +24.4% |
| 3Y | -15.3% | +116.0% | -131.3% | -34.1% |
| All | -60.3% | -28.9% | -31.4% | -64.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling