+79.3%
ADI vs ARWR
+59.7%
+19.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.6% | -6.8% | -3.8% |
| 7D | -5.1% | +2.4% | -7.5% | -5.5% |
| 30D | -3.1% | -1.1% | -1.9% | -3.0% |
| 3M | +7.1% | -31.2% | +38.3% | +13.6% |
| 6M | +2.9% | -19.3% | +22.2% | +5.7% |
| YTD | +51.1% | -7.1% | +58.3% | +50.1% |
| 1Y | +79.3% | +62.9% | +16.4% | +64.5% |
| All | +79.3% | +59.7% | +19.6% | +64.5% |
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 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