+3.1%
BB vs ARWR
+1,075.6%
-1,072.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.6% | +2.4% |
| 7D | +0.5% | +2.9% | -2.4% | 0.0% |
| 30D | -12.4% | -2.9% | -9.5% | -12.0% |
| 3M | -15.3% | +15.2% | -30.5% | -17.8% |
| 6M | +128.8% | +42.3% | +86.5% | +112.8% |
| YTD | +107.7% | +28.2% | +79.5% | +95.8% |
| 1Y | +103.9% | +213.2% | -109.4% | +62.6% |
| 3Y | +72.6% | +184.6% | -112.1% | +29.9% |
| 5Y | -24.3% | +29.2% | -53.5% | -37.6% |
| 10Y | +3.1% | +1,012.5% | -1,009.4% | -39.8% |
| All | +3.1% | +1,075.6% | -1,072.4% | -39.8% |
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