+149.0%
GEN vs ARWR
+1,075.6%
-926.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -2.6% |
| 7D | -0.7% | +2.9% | -3.6% | -0.9% |
| 30D | +2.6% | -2.9% | +5.5% | +2.8% |
| 3M | +15.8% | +15.2% | +0.6% | +14.4% |
| 6M | +33.1% | +42.3% | -9.1% | +29.1% |
| YTD | +11.3% | +28.2% | -16.9% | +8.5% |
| 1Y | +1.7% | +213.2% | -211.6% | -7.7% |
| 3Y | +58.1% | +184.6% | -126.5% | +39.8% |
| 5Y | +20.6% | +29.2% | -8.6% | +9.9% |
| 10Y | +149.0% | +1,012.5% | -863.6% | +94.0% |
| All | +149.0% | +1,075.6% | -926.6% | +94.0% |
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