+41.9%
DVA vs ARWR
+17.3%
+24.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.1% | +0.2% |
| 7D | -8.8% | -17.8% | +9.1% | -7.9% |
| 30D | -3.4% | -18.1% | +14.7% | -2.5% |
| 3M | -2.6% | -44.2% | +41.6% | -0.1% |
| 6M | -11.9% | -38.6% | +26.8% | -10.1% |
| YTD | +53.6% | -28.0% | +81.7% | +55.3% |
| 1Y | +41.9% | +16.1% | +25.7% | +42.6% |
| All | +41.9% | +17.3% | +24.5% | +42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling