+301.8%
AMD vs ARWR
+105.6%
+196.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.2% | +9.8% | +10.7% |
| 7D | -11.0% | -2.9% | -8.1% | -10.1% |
| 30D | -30.5% | -5.4% | -25.1% | -29.3% |
| 3M | -8.2% | -32.2% | +24.0% | +0.5% |
| 6M | +6.6% | -26.5% | +33.1% | +13.7% |
| YTD | +109.7% | -12.4% | +122.1% | +114.1% |
| 1Y | +88.9% | +46.9% | +42.0% | +69.5% |
| 3Y | +301.8% | +116.0% | +185.9% | +190.1% |
| All | +301.8% | +105.6% | +196.2% | +190.1% |
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 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