+417.5%
LIN vs ARWR
+906.2%
-488.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.4% | -1.2% |
| 7D | +0.2% | -2.9% | +3.1% | +0.4% |
| 30D | +6.5% | -5.4% | +11.9% | +6.8% |
| 3M | +5.5% | -32.2% | +37.7% | +8.2% |
| 6M | +3.3% | -26.5% | +29.8% | +5.1% |
| YTD | +22.0% | -12.4% | +34.4% | +22.1% |
| 1Y | +25.7% | +46.9% | -21.1% | +20.4% |
| 3Y | +36.2% | +116.0% | -79.7% | +21.9% |
| 5Y | +66.1% | -28.0% | +94.0% | +57.2% |
| All | +417.5% | +906.2% | -488.7% | +311.4% |
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