+1,008.9%
BE vs ARWR
+411.5%
+597.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.4% | +11.1% | +10.1% |
| 7D | +29.8% | +2.9% | +26.9% | +28.6% |
| 30D | +26.4% | -2.9% | +29.3% | +27.5% |
| 3M | +9.3% | +15.2% | -5.9% | +4.0% |
| 6M | +105.1% | +42.3% | +62.8% | +82.0% |
| YTD | +219.0% | +28.2% | +190.9% | +190.3% |
| 1Y | +418.8% | +213.2% | +205.5% | +244.9% |
| 3Y | +1,784.6% | +184.6% | +1,599.9% | +1,036.4% |
| 5Y | +1,251.0% | +29.2% | +1,221.7% | +910.7% |
| All | +1,008.9% | +411.5% | +597.4% | +410.4% |
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