+7.3%
PL vs ARWR
+20.5%
-13.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | -15.3% | +29.8% | +17.0% |
| 7D | +10.9% | -17.3% | +28.2% | +14.1% |
| 30D | -16.4% | -21.5% | +5.2% | -12.9% |
| 3M | -39.9% | -43.8% | +3.9% | -33.3% |
| 6M | -63.2% | -32.3% | -30.9% | -60.4% |
| YTD | -27.1% | -25.8% | -1.3% | -22.8% |
| All | +7.3% | +20.5% | -13.2% | +10.9% |
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