+282.7%
FLEX vs ARWR
+79.8%
+202.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.4% | -4.3% |
| 7D | +7.5% | -17.8% | +25.3% | +10.8% |
| 30D | -25.3% | -18.1% | -7.1% | -22.7% |
| 3M | -39.7% | -44.2% | +4.5% | -33.0% |
| 6M | -47.9% | -38.6% | -9.2% | -43.4% |
| YTD | +24.1% | -28.0% | +52.1% | +30.3% |
| 1Y | +26.0% | +16.1% | +9.8% | +21.4% |
| 3Y | +282.7% | +84.0% | +198.7% | +212.8% |
| All | +282.7% | +79.8% | +202.9% | +212.8% |
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