+206.4%
TECH vs ARWR
+906.2%
-699.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.1% | 0.0% |
| 7D | +0.2% | -2.9% | +3.1% | +0.5% |
| 30D | +0.3% | -5.4% | +5.7% | +1.0% |
| 3M | +1.3% | -32.2% | +33.6% | +6.5% |
| 6M | +54.0% | -26.5% | +80.5% | +59.0% |
| YTD | +24.3% | -12.4% | +36.7% | +24.3% |
| 1Y | +25.8% | +46.9% | -21.1% | +15.9% |
| 3Y | +26.0% | +116.0% | -90.0% | +4.0% |
| 5Y | -40.1% | -28.0% | -12.2% | -45.9% |
| All | +206.4% | +906.2% | -699.8% | +119.7% |
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