+727.5%
GFI vs ARWR
-97.1%
+824.6%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.4% |
| 7D | +5.7% | +2.9% | +2.8% | +5.7% |
| 30D | +15.6% | -2.9% | +18.5% | +15.6% |
| 3M | +31.5% | +15.2% | +16.3% | +31.5% |
| 6M | -3.7% | +42.3% | -46.0% | -3.7% |
| YTD | +11.2% | +28.2% | -17.0% | +11.2% |
| 1Y | +36.4% | +213.2% | -176.9% | +36.3% |
| 3Y | +313.5% | +184.6% | +128.9% | +313.3% |
| 5Y | +528.0% | +29.2% | +498.8% | +527.6% |
| 10Y | +1,021.4% | +1,012.5% | +8.9% | +1,023.3% |
| All | +727.5% | -97.1% | +824.6% | +829.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling