+301.7%
EXPD vs ARWR
+906.2%
-604.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -2.3% |
| 7D | -7.2% | -2.9% | -4.3% | -7.0% |
| 30D | -3.3% | -5.4% | +2.1% | -2.9% |
| 3M | +3.4% | -32.2% | +35.6% | +5.9% |
| 6M | +22.7% | -26.5% | +49.2% | +24.6% |
| YTD | +24.5% | -12.4% | +36.9% | +24.4% |
| 1Y | +38.6% | +46.9% | -8.2% | +33.0% |
| 3Y | +71.5% | +116.0% | -44.5% | +54.7% |
| 5Y | +56.2% | -28.0% | +84.2% | +47.2% |
| All | +301.7% | +906.2% | -604.5% | +226.7% |
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 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