+400.9%
DELL vs ARWR
+79.9%
+321.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -15.3% | +20.7% | +7.8% |
| 7D | -11.8% | -17.3% | +5.5% | -9.4% |
| 30D | -40.8% | -21.5% | -19.3% | -38.7% |
| 3M | -23.6% | -43.8% | +20.2% | -16.9% |
| 6M | +33.4% | -32.3% | +65.6% | +40.6% |
| YTD | +178.0% | -25.8% | +203.8% | +186.8% |
| 1Y | +138.6% | +25.5% | +113.0% | +124.3% |
| 3Y | +400.9% | +84.1% | +316.7% | +329.7% |
| All | +400.9% | +79.9% | +321.0% | +329.7% |
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