+497.8%
UUUU vs ARWR
+1,080.6%
-582.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.2% | -6.5% | -6.3% |
| 7D | -5.0% | -4.3% | -0.7% | -4.3% |
| 30D | -7.8% | -7.3% | -0.5% | -6.6% |
| 3M | -0.4% | +17.0% | -17.4% | -3.3% |
| 6M | -32.9% | +39.8% | -72.7% | -36.6% |
| YTD | -6.3% | +24.7% | -30.9% | -10.2% |
| 1Y | +7.9% | +186.5% | -178.5% | -10.5% |
| 3Y | +85.2% | +176.8% | -91.6% | +43.0% |
| 5Y | +97.0% | +29.3% | +67.6% | +67.3% |
| All | +497.8% | +1,080.6% | -582.8% | +343.9% |
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