+189.2%
TECH vs ARWR
+1,021.8%
-832.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.1% |
| 7D | +0.1% | -19.9% | +20.0% | +3.0% |
| 30D | +0.3% | -18.7% | +19.1% | +3.0% |
| 3M | +1.0% | -44.7% | +45.7% | +9.2% |
| 6M | +54.0% | -36.5% | +90.5% | +62.2% |
| YTD | +24.3% | -25.7% | +50.0% | +27.0% |
| 1Y | +23.7% | +18.9% | +4.8% | +16.8% |
| 3Y | +28.5% | +83.1% | -54.6% | +7.6% |
| 5Y | -41.2% | -34.9% | -6.4% | -46.2% |
| 10Y | +189.2% | +1,080.9% | -891.7% | +102.8% |
| All | +189.2% | +1,021.8% | -832.6% | +102.8% |
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