+154.4%
GEN vs ARWR
+906.2%
-751.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.2% | -3.9% | -2.7% |
| 7D | +2.3% | -2.9% | +5.2% | +2.5% |
| 30D | +33.1% | -5.4% | +38.5% | +33.5% |
| 3M | +6.5% | -32.2% | +38.7% | +9.0% |
| 6M | +53.8% | -26.5% | +80.3% | +55.9% |
| YTD | +11.2% | -12.4% | +23.6% | +11.0% |
| 1Y | +19.4% | +46.9% | -27.5% | +14.2% |
| 3Y | +81.0% | +116.0% | -34.9% | +62.6% |
| 5Y | +33.4% | -28.0% | +61.4% | +26.0% |
| All | +154.4% | +906.2% | -751.8% | +99.8% |
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