+186.6%
DLR vs ARWR
+1,009.4%
-822.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.5% | +5.8% | +1.6% |
| 7D | +5.0% | -17.9% | +23.0% | +6.4% |
| 30D | +3.0% | -18.9% | +21.9% | +4.4% |
| 3M | -6.3% | -46.0% | +39.7% | -2.2% |
| 6M | -4.8% | -40.3% | +35.6% | -1.7% |
| YTD | +21.0% | -29.0% | +50.0% | +22.9% |
| 1Y | +15.1% | +13.8% | +1.3% | +12.4% |
| 3Y | +56.0% | +74.9% | -18.9% | +42.7% |
| 5Y | +39.1% | -36.2% | +75.3% | +32.1% |
| All | +186.6% | +1,009.4% | -822.8% | +139.4% |
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 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