+201.7%
BAH vs ARWR
+1,080.6%
-878.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.7% | +4.8% |
| 7D | +2.4% | -4.3% | +6.7% | +2.7% |
| 30D | -2.9% | -7.3% | +4.3% | -2.5% |
| 3M | -1.3% | +17.0% | -18.3% | -2.5% |
| 6M | -0.9% | +39.8% | -40.7% | -3.3% |
| YTD | -8.2% | +24.7% | -32.9% | -10.0% |
| 1Y | -24.0% | +186.5% | -210.4% | -29.6% |
| 3Y | -28.1% | +176.8% | -204.9% | -35.1% |
| 5Y | +2.5% | +29.3% | -26.8% | -5.4% |
| All | +201.7% | +1,080.6% | -878.9% | +123.9% |
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