+35.7%
URI vs ARWR
+25.1%
+10.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.4% | +4.1% |
| 7D | +2.4% | -19.9% | +22.3% | +3.8% |
| 30D | +8.9% | -18.7% | +27.6% | +10.2% |
| 3M | +0.8% | -44.7% | +45.5% | +5.2% |
| 6M | +23.1% | -36.5% | +59.6% | +26.2% |
| YTD | +43.1% | -25.7% | +68.7% | +43.5% |
| 1Y | +35.7% | +18.9% | +16.8% | +30.5% |
| All | +35.7% | +25.1% | +10.6% | +30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling