+33.8%
Q vs ARWR
+12.4%
+21.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.5% | +1.4% | -2.1% |
| 7D | +11.5% | -17.9% | +29.4% | +15.8% |
| 30D | -0.2% | -18.9% | +18.7% | +4.2% |
| 3M | -13.6% | -46.0% | +32.4% | -0.8% |
| 6M | -27.0% | -40.3% | +13.3% | -18.8% |
| YTD | +50.5% | -29.0% | +79.5% | +59.6% |
| 1Y | +33.8% | +13.8% | +19.9% | +35.4% |
| All | +33.8% | +12.4% | +21.4% | +35.4% |
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 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