+20.7%
EXE vs ARWR
+181.4%
-160.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.4% |
| 7D | -1.8% | +2.9% | -4.7% | -2.0% |
| 30D | +6.4% | -2.9% | +9.3% | +6.6% |
| 3M | +9.2% | +15.2% | -6.0% | +8.2% |
| 6M | -7.0% | +42.3% | -49.3% | -9.1% |
| YTD | -9.5% | +28.2% | -37.7% | -11.2% |
| 1Y | +6.2% | +213.2% | -207.0% | -1.8% |
| 3Y | +20.7% | +184.6% | -163.9% | +8.7% |
| All | +20.7% | +181.4% | -160.6% | +8.7% |
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