+116.0%
DVA vs ARWR
+81.3%
+34.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.4% |
| 7D | -1.6% | -17.7% | +16.1% | -0.8% |
| 30D | 0.0% | -21.9% | +21.9% | +1.0% |
| 3M | -2.4% | -44.5% | +42.1% | 0.0% |
| 6M | -9.8% | -32.6% | +22.8% | -8.5% |
| YTD | +57.8% | -26.2% | +84.0% | +59.2% |
| 1Y | +49.2% | +23.0% | +26.2% | +46.9% |
| 3Y | +116.0% | +81.8% | +34.3% | +103.5% |
| All | +116.0% | +81.3% | +34.7% | +103.5% |
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