+8.1%
EW vs ARWR
+200.0%
-191.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.1% | -3.5% |
| 7D | -4.4% | +2.9% | -7.3% | -4.5% |
| 30D | -3.3% | -2.9% | -0.4% | -3.2% |
| 3M | +1.0% | +15.2% | -14.2% | +0.5% |
| 6M | +6.2% | +42.3% | -36.1% | +4.7% |
| YTD | +1.7% | +28.2% | -26.5% | +0.6% |
| 1Y | +8.1% | +213.2% | -205.1% | +9.1% |
| All | +8.1% | +200.0% | -191.9% | +9.1% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling