+346.9%
DELL vs ARWR
+201.3%
+145.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.8% |
| 7D | +8.7% | -3.2% | +12.0% | +9.4% |
| 30D | +16.9% | -6.5% | +23.4% | +18.1% |
| 3M | +40.4% | +12.7% | +27.7% | +38.0% |
| 6M | +267.1% | +36.2% | +230.9% | +247.4% |
| YTD | +329.1% | +24.5% | +304.6% | +311.3% |
| 1Y | +346.9% | +198.0% | +148.9% | +253.4% |
| All | +346.9% | +201.3% | +145.6% | +253.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling