+29.0%
BB vs ARWR
+921.6%
-892.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -15.3% | +20.8% | +8.1% |
| 7D | +15.0% | -17.3% | +32.3% | +18.3% |
| 30D | +3.5% | -21.5% | +25.0% | +7.6% |
| 3M | +2.7% | -43.8% | +46.5% | +12.6% |
| 6M | +44.7% | -32.3% | +77.0% | +52.3% |
| YTD | +143.3% | -25.8% | +169.1% | +150.1% |
| 1Y | +102.2% | +25.5% | +76.7% | +87.3% |
| 3Y | +156.1% | +84.1% | +72.0% | +105.6% |
| 5Y | -17.6% | -39.2% | +21.6% | -23.9% |
| 10Y | +29.0% | +1,072.4% | -1,043.4% | -18.6% |
| All | +29.0% | +921.6% | -892.6% | -18.6% |
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