+9.2%
IYR vs ARWR
+12.4%
-3.2%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | -0.5% |
| 7D | -0.1% | -17.9% | +17.8% | +0.3% |
| 30D | +5.7% | -18.9% | +24.6% | +6.2% |
| 3M | -0.6% | -46.0% | +45.4% | +0.6% |
| 6M | +0.5% | -40.3% | +40.9% | +1.5% |
| YTD | +10.4% | -29.0% | +39.4% | +10.4% |
| 1Y | +9.2% | +13.8% | -4.6% | +8.0% |
| All | +9.2% | +12.4% | -3.2% | +8.0% |
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 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