+11,318.3%
TECH vs ARWR
-98.4%
+11,416.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.5% | +4.5% | +0.1% |
| 7D | +0.2% | -17.9% | +18.2% | +0.3% |
| 30D | +0.5% | -18.9% | +19.4% | +0.6% |
| 3M | +1.0% | -46.0% | +46.9% | +1.2% |
| 6M | +54.1% | -40.3% | +94.4% | +54.4% |
| YTD | +24.4% | -29.0% | +53.4% | +24.5% |
| 1Y | +19.3% | +13.8% | +5.5% | +19.1% |
| 3Y | +28.5% | +74.9% | -46.4% | +27.9% |
| 5Y | -41.0% | -36.2% | -4.7% | -41.1% |
| 10Y | +189.3% | +1,028.0% | -838.7% | +186.7% |
| All | +11,318.3% | -98.4% | +11,416.7% | +15,311.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling