+455.3%
PL vs ARWR
+105.6%
+349.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.2% | +9.2% | +10.1% |
| 7D | -6.8% | -2.9% | -3.9% | -6.1% |
| 30D | -29.3% | -5.4% | -23.9% | -28.2% |
| 3M | -44.8% | -32.2% | -12.5% | -39.6% |
| 6M | -68.4% | -26.5% | -41.9% | -66.2% |
| YTD | -36.4% | -12.4% | -24.0% | -35.3% |
| 1Y | +0.7% | +46.9% | -46.1% | -10.5% |
| 3Y | +455.3% | +116.0% | +339.3% | +302.4% |
| All | +455.3% | +105.6% | +349.7% | +302.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling