+162.4%
GE vs ARWR
+921.6%
-759.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -15.3% | +19.1% | +5.4% |
| 7D | +6.3% | -17.3% | +23.6% | +8.2% |
| 30D | +8.9% | -21.5% | +30.4% | +11.4% |
| 3M | -9.2% | -43.8% | +34.6% | -3.9% |
| 6M | +13.2% | -32.3% | +45.5% | +17.1% |
| YTD | +9.4% | -25.8% | +35.2% | +11.7% |
| 1Y | +9.8% | +25.5% | -15.7% | +5.5% |
| 3Y | +278.2% | +84.1% | +194.0% | +232.7% |
| 5Y | +396.0% | -39.2% | +435.2% | +371.4% |
| 10Y | +162.4% | +1,072.4% | -910.0% | +104.8% |
| All | +162.4% | +921.6% | -759.2% | +104.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling