+150.1%
EXE vs ARWR
-45.6%
+195.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.3% |
| 7D | -2.2% | -17.7% | +15.5% | -0.9% |
| 30D | -0.3% | -21.9% | +21.6% | +1.4% |
| 3M | -9.3% | -44.5% | +35.2% | -5.3% |
| 6M | -7.2% | -32.6% | +25.4% | -4.9% |
| YTD | -18.9% | -26.2% | +7.3% | -17.9% |
| 1Y | -21.7% | +23.0% | -44.7% | -24.4% |
| 3Y | +21.0% | +81.8% | -60.8% | +7.5% |
| 5Y | +76.0% | -36.0% | +112.0% | +70.9% |
| All | +150.1% | -45.6% | +195.7% | +142.5% |
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 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