+320.1%
CG vs ARWR
+921.6%
-601.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -15.3% | +21.9% | +9.0% |
| 7D | +3.0% | -17.3% | +20.4% | +5.9% |
| 30D | +10.1% | -21.5% | +31.7% | +14.1% |
| 3M | -10.8% | -43.8% | +33.0% | -2.8% |
| 6M | -15.2% | -32.3% | +17.0% | -11.0% |
| YTD | -26.9% | -25.8% | -1.1% | -24.8% |
| 1Y | -17.0% | +25.5% | -42.6% | -22.5% |
| 3Y | +54.6% | +84.1% | -29.5% | +27.1% |
| 5Y | -16.7% | -39.2% | +22.5% | -23.0% |
| 10Y | +320.1% | +1,072.4% | -752.3% | +186.6% |
| All | +320.1% | +921.6% | -601.5% | +186.6% |
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