+302.0%
TRV vs ARWR
+1,081.9%
-779.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | +1.9% | -4.0% | +6.0% | +2.1% |
| 30D | +1.7% | -5.0% | +6.8% | +2.0% |
| 3M | +23.9% | +11.3% | +12.5% | +23.0% |
| 6M | +26.3% | +42.6% | -16.3% | +23.5% |
| YTD | +30.8% | +24.8% | +6.0% | +28.6% |
| 1Y | +36.3% | +178.8% | -142.4% | +27.8% |
| 3Y | +145.0% | +183.3% | -38.3% | +123.3% |
| 5Y | +163.9% | +29.5% | +134.4% | +146.2% |
| All | +302.0% | +1,081.9% | -779.9% | +243.3% |
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