+122.8%
DAL vs ARWR
+906.2%
-783.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +0.9% | +2.0% |
| 7D | +8.8% | -2.9% | +11.7% | +9.2% |
| 30D | +5.4% | -5.4% | +10.8% | +6.2% |
| 3M | -4.9% | -32.2% | +27.3% | -0.2% |
| 6M | +19.8% | -26.5% | +46.4% | +23.8% |
| YTD | +27.0% | -12.4% | +39.4% | +27.9% |
| 1Y | +52.5% | +46.9% | +5.6% | +43.0% |
| 3Y | +173.8% | +116.0% | +57.9% | +132.1% |
| 5Y | +104.5% | -28.0% | +132.5% | +87.4% |
| All | +122.8% | +906.2% | -783.4% | +68.3% |
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 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