+36.0%
DIS vs ARWR
+79.9%
-43.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -15.3% | +17.4% | +3.1% |
| 7D | +5.3% | -17.3% | +22.7% | +6.6% |
| 30D | +10.2% | -21.5% | +31.8% | +12.0% |
| 3M | +13.5% | -43.8% | +57.4% | +18.2% |
| 6M | +11.1% | -32.3% | +43.4% | +13.6% |
| YTD | +5.5% | -25.8% | +31.3% | +6.7% |
| 1Y | +9.1% | +25.5% | -16.4% | +5.4% |
| 3Y | +36.0% | +84.1% | -48.1% | +18.2% |
| All | +36.0% | +79.9% | -43.9% | +18.2% |
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