+302.3%
CAH vs ARWR
+978.7%
-676.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | -0.1% |
| 7D | -2.2% | -3.2% | +1.0% | -2.1% |
| 30D | +1.2% | -6.5% | +7.6% | +1.5% |
| 3M | +13.1% | +12.7% | +0.4% | +12.2% |
| 6M | +8.5% | +36.2% | -27.7% | +6.3% |
| YTD | +17.6% | +24.5% | -6.8% | +15.6% |
| 1Y | +60.7% | +198.0% | -137.3% | +50.0% |
| 3Y | +183.2% | +176.4% | +6.8% | +158.4% |
| 5Y | +402.2% | +26.6% | +375.6% | +369.4% |
| 10Y | +302.3% | +1,054.1% | -751.7% | +212.8% |
| All | +302.3% | +978.7% | -676.4% | +212.8% |
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