+620.2%
ADI vs ARWR
+1,024.2%
-404.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -3.0% |
| 7D | +9.5% | -17.8% | +27.3% | +12.1% |
| 30D | -1.4% | -18.1% | +16.8% | +1.1% |
| 3M | +4.7% | -44.2% | +48.9% | +13.2% |
| 6M | -7.4% | -38.6% | +31.2% | -1.8% |
| YTD | +48.1% | -28.0% | +76.1% | +52.7% |
| 1Y | +69.6% | +16.1% | +53.5% | +62.0% |
| 3Y | +144.4% | +84.0% | +60.4% | +105.4% |
| 5Y | +134.1% | -35.4% | +169.5% | +116.8% |
| All | +620.2% | +1,024.2% | -404.0% | +408.3% |
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 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