+431.5%
LIN vs ARWR
+1,024.2%
-592.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.6% |
| 7D | +2.1% | -17.8% | +19.9% | +3.4% |
| 30D | +6.8% | -18.1% | +24.9% | +8.2% |
| 3M | +10.4% | -44.2% | +54.5% | +14.8% |
| 6M | +3.2% | -38.6% | +41.8% | +6.2% |
| YTD | +24.6% | -28.0% | +52.6% | +26.3% |
| 1Y | +24.4% | +16.1% | +8.3% | +20.9% |
| 3Y | +36.7% | +84.0% | -47.2% | +23.2% |
| 5Y | +67.0% | -35.4% | +102.4% | +59.0% |
| All | +431.5% | +1,024.2% | -592.8% | +322.0% |
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