+39.2%
S vs ARWR
+59.7%
-20.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.6% | -1.9% | +1.5% |
| 7D | -8.2% | +2.4% | -10.6% | -8.3% |
| 30D | -7.6% | -1.1% | -6.5% | -7.7% |
| 3M | +12.0% | -31.2% | +43.2% | +12.0% |
| 6M | +50.6% | -19.3% | +69.9% | +49.7% |
| YTD | +56.6% | -7.1% | +63.7% | +51.6% |
| 1Y | +39.2% | +62.9% | -23.6% | +32.3% |
| All | +39.2% | +59.7% | -20.5% | +32.3% |
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