+180.5%
PL vs ARWR
+208.4%
-27.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -9.3% | +1.7% | -11.0% | -9.5% |
| 30D | -18.9% | -0.7% | -18.3% | -18.9% |
| 3M | -58.4% | +14.9% | -73.2% | -58.9% |
| 6M | -30.3% | +32.6% | -62.9% | -31.3% |
| YTD | -8.1% | +30.0% | -38.2% | -9.3% |
| 1Y | +180.5% | +208.4% | -27.9% | +435.9% |
| All | +180.5% | +208.4% | -27.9% | +435.9% |
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