+1,796.7%
PWR vs ARWR
+1,055.7%
+741.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.4% |
| 7D | -11.2% | -17.7% | +6.4% | -9.6% |
| 30D | -17.4% | -21.9% | +4.5% | -15.4% |
| 3M | -11.7% | -44.5% | +32.8% | -6.4% |
| 6M | -21.7% | -32.6% | +10.9% | -18.9% |
| YTD | +38.3% | -26.2% | +64.5% | +41.3% |
| 1Y | +29.6% | +23.0% | +6.6% | +24.8% |
| 3Y | +236.1% | +81.8% | +154.4% | +197.3% |
| 5Y | +406.3% | -36.0% | +442.4% | +378.3% |
| 10Y | +1,796.7% | +1,039.5% | +757.2% | +1,422.8% |
| All | +1,796.7% | +1,055.7% | +741.1% | +1,422.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling