+265.0%
C vs ARWR
+211.2%
+53.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | +3.6% | +1.7% | +1.9% | +3.4% |
| 30D | +0.1% | -0.7% | +0.7% | +0.1% |
| 3M | +2.4% | +14.9% | -12.5% | +0.2% |
| 6M | +24.9% | +32.6% | -7.7% | +19.6% |
| YTD | +19.8% | +30.0% | -10.2% | +14.6% |
| 1Y | +44.9% | +208.4% | -163.5% | +22.8% |
| All | +265.0% | +211.2% | +53.7% | +179.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling