+476.5%
V vs ARWR
+1,009.4%
-532.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.8% | +3.1% | -0.3% |
| 7D | -0.4% | -17.9% | +17.6% | +1.4% |
| 30D | +6.3% | -18.9% | +25.2% | +8.3% |
| 3M | +17.2% | -46.0% | +63.1% | +23.7% |
| 6M | +29.2% | -40.3% | +69.6% | +34.5% |
| YTD | +20.8% | -29.0% | +49.8% | +23.0% |
| 1Y | +25.0% | +13.8% | +11.2% | +20.8% |
| 3Y | +75.3% | +74.9% | +0.4% | +54.3% |
| 5Y | +105.8% | -36.2% | +142.1% | +94.3% |
| All | +476.5% | +1,009.4% | -532.9% | +310.5% |
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