+147.4%
RTX vs ARWR
-34.9%
+182.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | 0.0% |
| 7D | +4.8% | -17.8% | +22.6% | +6.0% |
| 30D | +6.5% | -18.1% | +24.6% | +7.7% |
| 3M | -9.6% | -44.2% | +34.5% | -6.3% |
| 6M | +12.3% | -38.6% | +51.0% | +15.4% |
| YTD | +9.5% | -28.0% | +37.5% | +10.8% |
| 1Y | +15.8% | +16.1% | -0.3% | +13.0% |
| 3Y | +157.0% | +84.0% | +73.0% | +131.5% |
| All | +147.4% | -34.9% | +182.3% | +128.9% |
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