+266.1%
GE vs ARWR
+79.8%
+186.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.1% |
| 7D | +2.7% | -17.8% | +20.5% | +4.6% |
| 30D | +8.1% | -18.1% | +26.2% | +10.1% |
| 3M | -7.9% | -44.2% | +36.3% | -2.3% |
| 6M | +12.9% | -38.6% | +51.5% | +18.1% |
| YTD | +8.2% | -28.0% | +36.2% | +10.9% |
| 1Y | +9.7% | +16.1% | -6.5% | +7.1% |
| 3Y | +266.1% | +84.0% | +182.1% | +225.3% |
| All | +266.1% | +79.8% | +186.3% | +225.3% |
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