+675.5%
BE vs ARWR
+195.9%
+479.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -15.3% | +27.3% | +16.8% |
| 7D | -1.2% | -17.3% | +16.1% | +4.1% |
| 30D | -30.9% | -21.5% | -9.4% | -25.8% |
| 3M | -11.6% | -43.8% | +32.2% | +5.0% |
| 6M | -25.7% | -32.3% | +6.5% | -17.3% |
| YTD | +123.1% | -25.8% | +149.0% | +139.1% |
| 1Y | +43.4% | +25.5% | +17.9% | +26.7% |
| 3Y | +1,683.6% | +84.1% | +1,599.5% | +1,121.5% |
| 5Y | +465.4% | -39.2% | +504.6% | +434.1% |
| All | +675.5% | +195.9% | +479.6% | +320.4% |
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