+11.4%
B vs ARWR
+25.1%
-13.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.7% |
| 7D | -2.7% | -19.9% | +17.3% | +1.1% |
| 30D | -4.3% | -18.7% | +14.4% | -1.0% |
| 3M | -2.3% | -44.7% | +42.4% | +9.2% |
| 6M | -16.2% | -36.5% | +20.3% | -9.8% |
| YTD | -8.8% | -25.7% | +16.8% | -5.6% |
| 1Y | +11.4% | +18.9% | -7.6% | +9.3% |
| All | +11.4% | +25.1% | -13.8% | +9.3% |
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