-11.0%
BA vs ARWR
+20.0%
-31.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | 0.0% | -17.7% | +17.7% | +2.8% |
| 30D | -8.9% | -21.9% | +13.0% | -5.7% |
| 3M | -25.5% | -44.5% | +19.0% | -19.0% |
| 6M | -27.0% | -32.6% | +5.6% | -23.1% |
| YTD | -20.1% | -26.2% | +6.0% | -17.8% |
| 1Y | -11.0% | +23.0% | -34.0% | -13.2% |
| All | -11.0% | +20.0% | -31.0% | -13.2% |
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