+496.2%
RVMD vs ARWR
+13.3%
+482.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -2.8% |
| 7D | -10.4% | -17.8% | +7.5% | -4.8% |
| 30D | -11.0% | -18.1% | +7.2% | -5.0% |
| 3M | -14.7% | -44.2% | +29.5% | +3.5% |
| 6M | +14.9% | -38.6% | +53.6% | +33.2% |
| YTD | +116.3% | -28.0% | +144.3% | +130.3% |
| 1Y | +167.6% | +16.1% | +151.5% | +131.4% |
| 3Y | +776.8% | +84.0% | +692.8% | +425.4% |
| 5Y | +424.8% | -35.4% | +460.2% | +363.7% |
| All | +496.2% | +13.3% | +482.9% | +296.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling