+15.1%
XRT vs ARWR
+25.1%
-10.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | -1.4% | -19.9% | +18.5% | +0.3% |
| 30D | +9.8% | -18.7% | +28.5% | +11.5% |
| 3M | +3.3% | -44.7% | +48.0% | +8.5% |
| 6M | +13.6% | -36.5% | +50.1% | +17.6% |
| YTD | +9.1% | -25.7% | +34.7% | +9.9% |
| 1Y | +15.1% | +18.9% | -3.9% | +11.8% |
| All | +15.1% | +25.1% | -10.1% | +11.8% |
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