+632.7%
ADI vs ARWR
+1,011.1%
-378.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.5% |
| 7D | +2.4% | +2.9% | -0.4% | +2.0% |
| 30D | -6.6% | -2.9% | -3.7% | -6.2% |
| 3M | -9.8% | +15.2% | -25.0% | -11.9% |
| 6M | +15.7% | +42.3% | -26.6% | +9.2% |
| YTD | +35.1% | +28.2% | +6.9% | +29.1% |
| 1Y | +47.7% | +213.2% | -165.6% | +23.2% |
| 3Y | +114.5% | +184.6% | -70.2% | +70.7% |
| 5Y | +141.2% | +29.2% | +112.0% | +104.4% |
| All | +632.7% | +1,011.1% | -378.4% | +390.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling