+29.8%
Q vs ARWR
+20.5%
+9.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -15.3% | +22.3% | +10.3% |
| 7D | +8.4% | -17.3% | +25.8% | +12.7% |
| 30D | -1.2% | -21.5% | +20.3% | +4.0% |
| 3M | -9.3% | -43.8% | +34.5% | +3.1% |
| 6M | -15.0% | -32.3% | +17.3% | -8.0% |
| YTD | +53.5% | -25.8% | +79.3% | +61.1% |
| All | +29.8% | +20.5% | +9.3% | +28.2% |
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 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