+191.1%
TRI vs ARWR
+1,081.9%
-890.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -7.9% | -4.0% | -3.8% | -7.7% |
| 30D | -4.5% | -5.0% | +0.5% | -4.3% |
| 3M | +22.1% | +11.3% | +10.8% | +21.2% |
| 6M | -2.8% | +42.6% | -45.4% | -5.0% |
| YTD | -23.4% | +24.8% | -48.2% | -24.7% |
| 1Y | -41.5% | +178.8% | -220.3% | -45.3% |
| 3Y | -19.2% | +183.3% | -202.6% | -26.5% |
| 5Y | -9.4% | +29.5% | -38.9% | -15.9% |
| All | +191.1% | +1,081.9% | -890.8% | +154.4% |
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