-41.2%
TECH vs ARWR
-28.9%
-12.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.1% | -0.1% |
| 7D | +0.2% | -2.9% | +3.1% | +0.7% |
| 30D | +0.3% | -5.4% | +5.7% | +1.3% |
| 3M | +1.3% | -32.2% | +33.6% | +9.1% |
| 6M | +54.0% | -26.5% | +80.5% | +61.3% |
| YTD | +24.3% | -12.4% | +36.7% | +23.8% |
| 1Y | +25.8% | +46.9% | -21.1% | +9.4% |
| 3Y | +26.0% | +116.0% | -90.0% | -10.6% |
| All | -41.2% | -28.9% | -12.3% | -50.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling