+69.2%
EXPD vs ARWR
+211.2%
-142.0%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -1.1% | +1.7% | -2.8% | -1.2% |
| 30D | +4.1% | -0.7% | +4.7% | +4.1% |
| 3M | +17.9% | +14.9% | +3.0% | +16.5% |
| 6M | +29.2% | +32.6% | -3.4% | +25.8% |
| YTD | +27.4% | +30.0% | -2.7% | +24.0% |
| 1Y | +56.8% | +208.4% | -151.5% | +40.5% |
| All | +69.2% | +211.2% | -142.0% | +42.4% |
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