+539.2%
MAR vs ARWR
+1,021.8%
-482.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +1.0% | -19.9% | +20.9% | +3.4% |
| 30D | +16.2% | -18.7% | +34.9% | +18.7% |
| 3M | +23.1% | -44.7% | +67.7% | +31.1% |
| 6M | +22.0% | -36.5% | +58.5% | +27.2% |
| YTD | +39.2% | -25.7% | +64.8% | +41.8% |
| 1Y | +48.3% | +18.9% | +29.3% | +42.1% |
| 3Y | +123.4% | +83.1% | +40.3% | +92.7% |
| 5Y | +185.4% | -34.9% | +220.2% | +166.6% |
| 10Y | +539.2% | +1,080.9% | -541.7% | +375.5% |
| All | +539.2% | +1,021.8% | -482.6% | +375.5% |
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