+5.9%
GEN vs ARWR
+208.4%
-202.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | -1.2% | +1.7% | -2.9% | -1.1% |
| 30D | +10.1% | -0.7% | +10.8% | +10.1% |
| 3M | +16.1% | +14.9% | +1.2% | +17.1% |
| 6M | +38.9% | +32.6% | +6.2% | +38.8% |
| YTD | +14.4% | +30.0% | -15.6% | +14.4% |
| 1Y | +5.9% | +208.4% | -202.5% | +2.2% |
| All | +5.9% | +208.4% | -202.5% | +2.2% |
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