+636.4%
ADI vs ARWR
+978.7%
-342.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +0.9% |
| 7D | +2.6% | -3.2% | +5.8% | +3.1% |
| 30D | -4.6% | -6.5% | +1.8% | -3.7% |
| 3M | -9.5% | +12.7% | -22.2% | -11.4% |
| 6M | +14.8% | +36.2% | -21.3% | +9.1% |
| YTD | +35.8% | +24.5% | +11.4% | +30.3% |
| 1Y | +48.9% | +198.0% | -149.0% | +25.1% |
| 3Y | +115.6% | +176.4% | -60.8% | +72.3% |
| 5Y | +135.1% | +26.6% | +108.5% | +99.8% |
| 10Y | +636.4% | +1,054.1% | -417.6% | +395.3% |
| All | +636.4% | +978.7% | -342.3% | +395.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling