+46.5%
NTR vs ARWR
+29.9%
+16.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -1.3% | -4.0% | +2.8% | -1.0% |
| 30D | +16.8% | -5.0% | +21.8% | +17.2% |
| 3M | +20.7% | +11.3% | +9.4% | +19.4% |
| 6M | +0.5% | +42.6% | -42.1% | -2.9% |
| YTD | +29.2% | +24.8% | +4.4% | +26.0% |
| 1Y | +39.6% | +178.8% | -139.2% | +25.5% |
| 3Y | +37.9% | +183.3% | -145.5% | +18.5% |
| All | +46.5% | +29.9% | +16.5% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling