+33.2%
Q vs ARWR
+26.2%
+6.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.6% | +2.2% |
| 7D | +6.6% | -19.9% | +26.5% | +11.3% |
| 30D | +2.7% | -18.7% | +21.4% | +6.9% |
| 3M | -8.4% | -44.7% | +36.3% | +3.7% |
| 6M | -17.3% | -36.5% | +19.2% | -9.8% |
| YTD | +55.3% | -25.7% | +80.9% | +62.7% |
| 1Y | +31.5% | +18.9% | +12.5% | +33.6% |
| All | +33.2% | +26.2% | +6.9% | +35.7% |
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