+26.4%
P vs ARWR
+208.4%
-182.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | +6.5% | +1.7% | +4.9% | +6.4% |
| 30D | +18.8% | -0.7% | +19.5% | +18.9% |
| 3M | +26.7% | +14.9% | +11.9% | +25.8% |
| 6M | +62.2% | +32.6% | +29.5% | +60.2% |
| YTD | +48.5% | +30.0% | +18.5% | +47.2% |
| 1Y | +26.4% | +208.4% | -182.0% | +18.1% |
| All | +26.4% | +208.4% | -182.0% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling