+2,662.4%
DELL vs ARWR
+1,024.2%
+1,638.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.3% | -8.5% | -7.3% |
| 7D | +4.9% | -17.8% | +22.7% | +7.1% |
| 30D | -32.1% | -18.1% | -13.9% | -30.5% |
| 3M | -30.2% | -44.2% | +13.9% | -25.4% |
| 6M | +41.7% | -38.6% | +80.4% | +49.5% |
| YTD | +176.6% | -28.0% | +204.6% | +184.4% |
| 1Y | +159.9% | +16.1% | +143.8% | +150.8% |
| 3Y | +388.0% | +84.0% | +304.0% | +323.8% |
| 5Y | +578.2% | -35.4% | +613.6% | +535.0% |
| All | +2,662.4% | +1,024.2% | +1,638.1% | +1,875.9% |
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