+444.2%
V vs ARWR
+921.6%
-477.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -15.3% | +15.2% | +1.3% |
| 7D | -0.8% | -17.3% | +16.6% | +0.9% |
| 30D | +9.5% | -21.5% | +31.1% | +11.9% |
| 3M | +16.7% | -43.8% | +60.5% | +22.7% |
| 6M | +32.9% | -32.3% | +65.2% | +36.7% |
| YTD | +21.1% | -25.8% | +46.9% | +22.8% |
| 1Y | +26.6% | +25.5% | +1.1% | +21.2% |
| 3Y | +78.4% | +84.1% | -5.8% | +56.3% |
| 5Y | +105.5% | -39.2% | +144.7% | +94.9% |
| 10Y | +444.2% | +1,072.4% | -628.1% | +286.4% |
| All | +444.2% | +921.6% | -477.3% | +286.4% |
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