+3,340.7%
DLR vs ARWR
+123.7%
+3,217.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.3% |
| 7D | -3.6% | -2.9% | -0.7% | -3.5% |
| 30D | -3.5% | -5.4% | +1.9% | -3.2% |
| 3M | -8.9% | -32.2% | +23.3% | -7.3% |
| 6M | -11.6% | -26.5% | +14.9% | -10.6% |
| YTD | +14.9% | -12.4% | +27.3% | +15.0% |
| 1Y | +6.4% | +46.9% | -40.4% | +3.7% |
| 3Y | +47.3% | +116.0% | -68.7% | +38.3% |
| 5Y | +32.8% | -28.0% | +60.8% | +28.5% |
| 10Y | +169.6% | +923.9% | -754.4% | +126.7% |
| All | +3,340.7% | +123.7% | +3,217.0% | +2,797.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling