+456.7%
PWR vs ARWR
+29.5%
+427.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.4% | +3.8% | +2.6% |
| 7D | +4.5% | +2.9% | +1.7% | +4.1% |
| 30D | -4.9% | -2.9% | -2.0% | -4.5% |
| 3M | -7.9% | +15.2% | -23.1% | -10.1% |
| 6M | +18.3% | +42.3% | -23.9% | +11.8% |
| YTD | +51.5% | +28.2% | +23.3% | +44.8% |
| 1Y | +70.3% | +213.2% | -142.9% | +41.8% |
| 3Y | +210.6% | +184.6% | +25.9% | +144.8% |
| 5Y | +456.7% | +29.2% | +427.4% | +359.2% |
| All | +456.7% | +29.5% | +427.1% | +359.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling