+11,308.9%
TECH vs ARWR
-98.0%
+11,406.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.1% | +0.2% |
| 7D | +0.2% | -2.9% | +3.1% | +0.2% |
| 30D | +0.3% | -5.4% | +5.7% | +0.4% |
| 3M | +1.3% | -32.2% | +33.6% | +1.5% |
| 6M | +54.0% | -26.5% | +80.5% | +54.2% |
| YTD | +24.3% | -12.4% | +36.7% | +24.3% |
| 1Y | +25.8% | +46.9% | -21.1% | +25.5% |
| 3Y | +26.0% | +116.0% | -90.0% | +25.2% |
| 5Y | -40.1% | -28.0% | -12.2% | -40.3% |
| 10Y | +210.6% | +923.9% | -713.4% | +207.5% |
| All | +11,308.9% | -98.0% | +11,406.9% | +15,284.0% |
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 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