+401.3%
CAH vs ARWR
+29.5%
+371.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -2.6% |
| 7D | +0.5% | +2.9% | -2.4% | +0.4% |
| 30D | +1.7% | -2.9% | +4.6% | +1.9% |
| 3M | +17.9% | +15.2% | +2.6% | +17.0% |
| 6M | +10.9% | +42.3% | -31.3% | +8.8% |
| YTD | +17.9% | +28.2% | -10.3% | +16.0% |
| 1Y | +61.7% | +213.2% | -151.6% | +51.6% |
| 3Y | +183.7% | +184.6% | -0.9% | +159.6% |
| 5Y | +401.3% | +29.2% | +372.1% | +365.0% |
| All | +401.3% | +29.5% | +371.8% | +365.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling