+694.6%
DELL vs ARWR
+181.4%
+513.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +2.1% |
| 7D | +25.6% | +2.9% | +22.8% | +25.1% |
| 30D | +17.7% | -2.9% | +20.6% | +18.1% |
| 3M | +33.4% | +15.2% | +18.2% | +30.5% |
| 6M | +266.2% | +42.3% | +223.9% | +244.6% |
| YTD | +328.0% | +28.2% | +299.8% | +308.0% |
| 1Y | +339.6% | +213.2% | +126.3% | +261.3% |
| 3Y | +694.6% | +184.6% | +510.0% | +525.2% |
| All | +694.6% | +181.4% | +513.2% | +525.2% |
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