+41.0%
TMUS vs ARWR
-28.9%
+69.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.8% |
| 7D | +3.6% | -2.9% | +6.5% | +3.7% |
| 30D | -3.4% | -5.4% | +2.0% | -3.2% |
| 3M | -9.5% | -32.2% | +22.8% | -7.9% |
| 6M | -15.2% | -26.5% | +11.3% | -14.3% |
| YTD | -18.9% | -12.4% | -6.5% | -19.2% |
| 1Y | -17.7% | +46.9% | -64.6% | -21.3% |
| 3Y | +15.6% | +116.0% | -100.3% | +2.7% |
| All | +41.0% | -28.9% | +69.9% | +30.8% |
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