+196.7%
TECH vs ARWR
+921.6%
-724.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -15.3% | +15.4% | +2.2% |
| 7D | +0.2% | -17.3% | +17.6% | +2.7% |
| 30D | +0.5% | -21.5% | +22.0% | +3.7% |
| 3M | +0.9% | -43.8% | +44.7% | +8.8% |
| 6M | +51.0% | -32.3% | +83.3% | +57.5% |
| YTD | +24.4% | -25.8% | +50.2% | +27.1% |
| 1Y | +27.6% | +25.5% | +2.1% | +19.5% |
| 3Y | +29.9% | +84.1% | -54.2% | +8.7% |
| 5Y | -40.6% | -39.2% | -1.4% | -45.3% |
| 10Y | +196.7% | +1,072.4% | -875.6% | +108.4% |
| All | +196.7% | +921.6% | -724.8% | +108.4% |
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