+75.1%
D vs ARWR
+81.3%
-6.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | +2.4% | -17.7% | +20.1% | +3.1% |
| 30D | +10.9% | -21.9% | +32.8% | +12.0% |
| 3M | +2.8% | -44.5% | +47.4% | +5.2% |
| 6M | +12.7% | -32.6% | +45.3% | +14.2% |
| YTD | +20.3% | -26.2% | +46.5% | +21.1% |
| 1Y | +17.1% | +23.0% | -5.8% | +14.5% |
| 3Y | +75.1% | +81.8% | -6.6% | +60.3% |
| All | +75.1% | +81.3% | -6.1% | +60.3% |
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