-52.3%
USAR vs ARWR
+12.4%
-64.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.5% | +2.1% | -0.8% |
| 7D | +8.8% | -17.9% | +26.7% | +15.4% |
| 30D | -28.5% | -18.9% | -9.6% | -23.7% |
| 3M | -56.2% | -46.0% | -10.2% | -45.8% |
| 6M | -68.4% | -40.3% | -28.1% | -62.5% |
| YTD | -32.2% | -29.0% | -3.2% | -24.5% |
| 1Y | -52.3% | +13.8% | -66.1% | -47.8% |
| All | -52.3% | +12.4% | -64.7% | -47.8% |
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 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