+597.0%
SE vs ARWR
+2,017.2%
-1,420.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.4% |
| 7D | +0.6% | +2.9% | -2.3% | -0.1% |
| 30D | -0.1% | -2.9% | +2.8% | +0.6% |
| 3M | +34.1% | +15.2% | +18.9% | +28.5% |
| 6M | +23.2% | +42.3% | -19.1% | +11.6% |
| YTD | -11.2% | +28.2% | -39.4% | -18.1% |
| 1Y | -40.5% | +213.2% | -253.8% | -57.4% |
| 3Y | +196.3% | +184.6% | +11.6% | +92.3% |
| 5Y | -67.0% | +29.2% | -96.3% | -74.6% |
| All | +597.0% | +2,017.2% | -1,420.2% | +237.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling