+18,369.7%
ADI vs ARWR
-98.3%
+18,468.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +4.0% |
| 7D | +0.7% | -19.9% | +20.6% | +0.8% |
| 30D | +0.7% | -18.7% | +19.4% | +0.8% |
| 3M | +6.5% | -44.7% | +51.2% | +6.9% |
| 6M | -2.7% | -36.5% | +33.8% | -2.4% |
| YTD | +52.2% | -25.7% | +77.8% | +52.4% |
| 1Y | +77.5% | +18.9% | +58.5% | +77.1% |
| 3Y | +148.8% | +83.1% | +65.7% | +146.9% |
| 5Y | +142.9% | -34.9% | +177.7% | +142.1% |
| 10Y | +653.2% | +1,080.9% | -427.6% | +638.7% |
| All | +18,369.7% | -98.3% | +18,468.0% | +20,526.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling