+19.6%
FLEX vs ARWR
+20.0%
-0.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.5% |
| 7D | -13.6% | -17.7% | +4.1% | -10.0% |
| 30D | -36.5% | -21.9% | -14.6% | -32.8% |
| 3M | -36.4% | -44.5% | +8.1% | -26.6% |
| 6M | -46.5% | -32.6% | -13.9% | -41.8% |
| YTD | +25.9% | -26.2% | +52.1% | +33.6% |
| 1Y | +19.6% | +23.0% | -3.4% | +17.6% |
| All | +19.6% | +20.0% | -0.4% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling