+4,177.7%
DELL vs ARWR
+978.7%
+3,199.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.6% |
| 7D | +8.7% | -3.2% | +12.0% | +9.2% |
| 30D | +16.9% | -6.5% | +23.4% | +17.8% |
| 3M | +40.4% | +12.7% | +27.7% | +38.4% |
| 6M | +267.1% | +36.2% | +230.9% | +251.9% |
| YTD | +329.1% | +24.5% | +304.6% | +314.8% |
| 1Y | +346.9% | +198.0% | +148.9% | +286.8% |
| 3Y | +696.6% | +176.4% | +520.3% | +561.5% |
| 5Y | +1,106.2% | +26.6% | +1,079.6% | +948.0% |
| 10Y | +4,177.7% | +1,054.1% | +3,123.7% | +2,834.4% |
| All | +4,177.7% | +978.7% | +3,199.0% | +2,834.4% |
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