+411.8%
GE vs ARWR
-34.9%
+446.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.1% |
| 7D | +2.7% | -17.8% | +20.5% | +4.9% |
| 30D | +8.1% | -18.1% | +26.2% | +10.5% |
| 3M | -7.9% | -44.2% | +36.3% | -1.4% |
| 6M | +12.9% | -38.6% | +51.5% | +18.9% |
| YTD | +8.2% | -28.0% | +36.2% | +11.2% |
| 1Y | +9.7% | +16.1% | -6.5% | +5.8% |
| 3Y | +266.1% | +84.0% | +182.1% | +211.0% |
| All | +411.8% | -34.9% | +446.6% | +357.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling