+88.0%
UUUU vs ARWR
+29.8%
+58.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.2% | -6.5% | -6.4% |
| 7D | -5.0% | -4.3% | -0.7% | -3.9% |
| 30D | -7.8% | -7.3% | -0.5% | -5.9% |
| 3M | -0.4% | +17.0% | -17.4% | -5.0% |
| 6M | -32.9% | +39.8% | -72.7% | -38.7% |
| YTD | -6.3% | +24.7% | -30.9% | -12.6% |
| 1Y | +7.9% | +186.5% | -178.5% | -20.7% |
| 3Y | +85.2% | +176.8% | -91.6% | +17.7% |
| All | +88.0% | +29.8% | +58.2% | +60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling