-73.1%
ADVB vs ARWR
+25.1%
-98.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.7% | +9.2% | +9.7% |
| 7D | +10.5% | -19.9% | +30.4% | +18.2% |
| 30D | -56.0% | -18.7% | -37.3% | -53.2% |
| 3M | -70.1% | -44.7% | -25.5% | -64.1% |
| 6M | -53.7% | -36.5% | -17.2% | -46.6% |
| YTD | -60.3% | -25.7% | -34.6% | -54.4% |
| 1Y | -73.1% | +18.9% | -92.1% | -70.0% |
| All | -73.1% | +25.1% | -98.3% | -70.0% |
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