+537.5%
MAR vs ARWR
+1,055.7%
-518.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.1% | +2.7% |
| 7D | +2.9% | -17.7% | +20.5% | +5.0% |
| 30D | +17.0% | -21.9% | +39.0% | +20.1% |
| 3M | +23.2% | -44.5% | +67.7% | +31.2% |
| 6M | +21.7% | -32.6% | +54.3% | +26.1% |
| YTD | +38.9% | -26.2% | +65.1% | +41.7% |
| 1Y | +48.7% | +23.0% | +25.7% | +41.9% |
| 3Y | +122.9% | +81.8% | +41.2% | +92.5% |
| 5Y | +177.5% | -36.0% | +213.5% | +159.8% |
| 10Y | +537.5% | +1,039.5% | -502.0% | +374.8% |
| All | +537.5% | +1,055.7% | -518.1% | +374.8% |
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