+636.2%
ADI vs ARWR
+1,055.7%
-419.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.3% |
| 7D | -6.3% | -17.7% | +11.4% | -4.0% |
| 30D | -3.2% | -21.9% | +18.7% | 0.0% |
| 3M | +2.8% | -44.5% | +47.3% | +11.2% |
| 6M | -5.0% | -32.6% | +27.6% | -0.6% |
| YTD | +46.3% | -26.2% | +72.5% | +50.4% |
| 1Y | +71.6% | +23.0% | +48.7% | +62.6% |
| 3Y | +139.2% | +81.8% | +57.4% | +101.4% |
| 5Y | +136.4% | -36.0% | +172.4% | +119.1% |
| 10Y | +636.2% | +1,039.5% | -403.3% | +417.6% |
| All | +636.2% | +1,055.7% | -419.4% | +417.6% |
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