+442.4%
FLEX vs ARWR
+211.2%
+231.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | -0.9% | +1.7% | -2.6% | -1.2% |
| 30D | -10.1% | -0.7% | -9.5% | -10.1% |
| 3M | -31.3% | +14.9% | -46.2% | -33.5% |
| 6M | +71.3% | +32.6% | +38.6% | +61.4% |
| YTD | +81.2% | +30.0% | +51.2% | +71.0% |
| 1Y | +98.5% | +208.4% | -109.9% | +60.9% |
| All | +442.4% | +211.2% | +231.2% | +302.9% |
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