+77.6%
V vs ARWR
+105.6%
-28.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | 0.0% |
| 7D | +2.2% | -2.9% | +5.1% | +2.3% |
| 30D | +13.6% | -5.4% | +19.0% | +13.9% |
| 3M | +14.3% | -32.2% | +46.5% | +16.4% |
| 6M | +33.1% | -26.5% | +59.6% | +34.6% |
| YTD | +21.2% | -12.4% | +33.6% | +21.1% |
| 1Y | +26.4% | +46.9% | -20.4% | +22.1% |
| 3Y | +77.6% | +116.0% | -38.4% | +60.0% |
| All | +77.6% | +105.6% | -28.0% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling