+668.0%
BE vs ARWR
+187.1%
+480.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.3% | -6.3% | -5.3% |
| 7D | +10.8% | -17.8% | +28.7% | +16.8% |
| 30D | -19.8% | -18.1% | -1.6% | -15.0% |
| 3M | -18.7% | -44.2% | +25.5% | -3.1% |
| 6M | -33.7% | -38.6% | +4.9% | -23.9% |
| YTD | +121.0% | -28.0% | +149.0% | +139.1% |
| 1Y | +85.4% | +16.1% | +69.3% | +68.1% |
| 3Y | +1,709.5% | +84.0% | +1,625.5% | +1,138.7% |
| 5Y | +462.2% | -35.4% | +497.6% | +421.0% |
| All | +668.0% | +187.1% | +480.8% | +320.3% |
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