+177.6%
TECH vs ARWR
+1,075.6%
-897.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.3% | 0.0% |
| 7D | +0.2% | +2.9% | -2.7% | -0.2% |
| 30D | +0.1% | -2.9% | +3.0% | +0.5% |
| 3M | +37.5% | +15.2% | +22.3% | +34.0% |
| 6M | +34.6% | +42.3% | -7.7% | +26.7% |
| YTD | +23.5% | +28.2% | -4.7% | +17.6% |
| 1Y | +34.4% | +213.2% | -178.9% | +11.2% |
| 3Y | +2.3% | +184.6% | -182.4% | -18.7% |
| 5Y | -41.7% | +29.2% | -71.0% | -50.9% |
| 10Y | +177.6% | +1,012.5% | -834.9% | +98.0% |
| All | +177.6% | +1,075.6% | -897.9% | +98.0% |
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