+112.7%
ADI vs ARWR
+197.7%
-85.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | +0.4% | +1.7% | -1.2% | +0.1% |
| 30D | -3.8% | -0.7% | -3.1% | -3.7% |
| 3M | -15.3% | +14.9% | -30.1% | -17.6% |
| 6M | +6.7% | +32.6% | -25.9% | +0.7% |
| YTD | +34.8% | +30.0% | +4.7% | +27.2% |
| 1Y | +49.0% | +208.4% | -159.3% | +19.6% |
| All | +112.7% | +197.7% | -85.0% | +50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling