+212.3%
BAH vs ARWR
+1,055.7%
-843.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | +0.5% | -17.7% | +18.1% | +1.6% |
| 30D | +18.2% | -21.9% | +40.1% | +19.9% |
| 3M | +13.1% | -44.5% | +57.6% | +17.1% |
| 6M | +15.2% | -32.6% | +47.8% | +17.5% |
| YTD | +6.0% | -26.2% | +32.2% | +7.0% |
| 1Y | +3.1% | +23.0% | -19.9% | +0.2% |
| 3Y | -26.2% | +81.8% | -108.0% | -32.2% |
| 5Y | +9.3% | -36.0% | +45.4% | +4.8% |
| 10Y | +212.3% | +1,039.5% | -827.2% | +138.5% |
| All | +212.3% | +1,055.7% | -843.4% | +138.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling