+178.7%
B vs ARWR
+81.3%
+97.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -6.0% |
| 7D | +7.1% | -17.7% | +24.8% | +9.2% |
| 30D | -3.3% | -21.9% | +18.6% | -0.9% |
| 3M | -2.5% | -44.5% | +42.0% | +3.8% |
| 6M | -7.2% | -32.6% | +25.4% | -3.6% |
| YTD | -7.4% | -26.2% | +18.8% | -4.9% |
| 1Y | +16.4% | +23.0% | -6.5% | +13.5% |
| 3Y | +178.7% | +81.8% | +97.0% | +160.5% |
| All | +178.7% | +81.3% | +97.4% | +160.5% |
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