+32.5%
FTV vs ARWR
+20.0%
+12.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +1.4% | -17.7% | +19.1% | +2.0% |
| 30D | +18.3% | -21.9% | +40.2% | +19.3% |
| 3M | +9.8% | -44.5% | +54.3% | +12.0% |
| 6M | +12.3% | -32.6% | +44.9% | +13.2% |
| YTD | +23.1% | -26.2% | +49.3% | +22.0% |
| 1Y | +32.5% | +23.0% | +9.6% | +30.2% |
| All | +32.5% | +20.0% | +12.6% | +30.2% |
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