+62.0%
SPG vs ARWR
+1,080.6%
-1,018.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -2.2% | -4.3% | +2.1% | -1.7% |
| 30D | -5.8% | -7.3% | +1.5% | -5.0% |
| 3M | -2.8% | +17.0% | -19.8% | -5.1% |
| 6M | +8.9% | +39.8% | -30.9% | +3.7% |
| YTD | +14.3% | +24.7% | -10.4% | +10.0% |
| 1Y | +19.5% | +186.5% | -167.0% | +2.6% |
| 3Y | +106.9% | +176.8% | -69.9% | +69.1% |
| 5Y | +108.7% | +29.3% | +79.4% | +79.8% |
| All | +62.0% | +1,080.6% | -1,018.6% | +15.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling