+69.6%
ADI vs ARWR
+17.3%
+52.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -2.9% |
| 7D | +9.5% | -17.8% | +27.3% | +11.9% |
| 30D | -1.4% | -18.1% | +16.8% | +1.1% |
| 3M | +4.7% | -44.2% | +48.9% | +13.8% |
| 6M | -7.4% | -38.6% | +31.2% | -1.4% |
| YTD | +48.1% | -28.0% | +76.1% | +52.1% |
| 1Y | +69.6% | +16.1% | +53.5% | +66.1% |
| All | +69.6% | +17.3% | +52.3% | +66.1% |
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