+29.3%
BB vs ARWR
+1,021.8%
-992.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.7% |
| 7D | +7.3% | -19.9% | +27.2% | +11.0% |
| 30D | +11.2% | -18.7% | +30.0% | +14.9% |
| 3M | +4.7% | -44.7% | +49.4% | +15.1% |
| 6M | +51.1% | -36.5% | +87.6% | +61.0% |
| YTD | +148.0% | -25.7% | +173.7% | +154.8% |
| 1Y | +106.1% | +18.9% | +87.2% | +92.8% |
| 3Y | +158.2% | +83.1% | +75.2% | +107.5% |
| 5Y | -10.8% | -34.9% | +24.0% | -18.5% |
| 10Y | +29.3% | +1,080.9% | -1,051.6% | -18.5% |
| All | +29.3% | +1,021.8% | -992.5% | -18.5% |
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