+177.5%
DLR vs ARWR
+921.6%
-744.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -15.3% | +18.7% | +4.5% |
| 7D | +2.4% | -17.3% | +19.7% | +3.7% |
| 30D | +0.7% | -21.5% | +22.3% | +2.4% |
| 3M | -6.4% | -43.8% | +37.4% | -2.7% |
| 6M | -6.5% | -32.3% | +25.7% | -4.4% |
| YTD | +18.8% | -25.8% | +44.6% | +20.3% |
| 1Y | +9.0% | +25.5% | -16.5% | +5.7% |
| 3Y | +54.5% | +84.1% | -29.6% | +40.8% |
| 5Y | +35.8% | -39.2% | +75.1% | +29.1% |
| 10Y | +177.5% | +1,072.4% | -894.9% | +130.1% |
| All | +177.5% | +921.6% | -744.1% | +130.1% |
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