+27.4%
WMT vs ARWR
+59.7%
-32.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.6% | -0.1% | +3.3% |
| 7D | +8.8% | +2.4% | +6.4% | +8.7% |
| 30D | +22.9% | -1.1% | +24.1% | +23.0% |
| 3M | +16.1% | -31.2% | +47.3% | +17.4% |
| 6M | -0.5% | -19.3% | +18.8% | +0.1% |
| YTD | +16.7% | -7.1% | +23.8% | +16.1% |
| 1Y | +27.4% | +62.9% | -35.5% | +26.2% |
| All | +27.4% | +59.7% | -32.3% | +26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling