+21.0%
USAR vs ARWR
+201.3%
-180.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -2.4% |
| 7D | -4.4% | -3.2% | -1.2% | -3.3% |
| 30D | -10.4% | -6.5% | -3.9% | -8.2% |
| 3M | -18.4% | +12.7% | -31.1% | -21.8% |
| 6M | -8.8% | +36.2% | -45.0% | -17.3% |
| YTD | +43.4% | +24.5% | +18.9% | +32.2% |
| 1Y | +21.0% | +198.0% | -177.0% | +8.6% |
| All | +21.0% | +201.3% | -180.4% | +8.6% |
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