+1,047.5%
ARWR vs BUD
-22.3%
+1,069.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.3% |
| 7D | -4.0% | -2.6% | -1.4% | -2.8% |
| 30D | -5.0% | -1.2% | -3.8% | -4.6% |
| 3M | +11.3% | -4.9% | +16.3% | +13.6% |
| 6M | +42.6% | +9.3% | +33.3% | +34.7% |
| YTD | +24.8% | +24.0% | +0.8% | +10.3% |
| 1Y | +178.8% | +34.5% | +144.2% | +134.8% |
| 3Y | +183.3% | +43.7% | +139.7% | +124.6% |
| 5Y | +29.5% | +46.0% | -16.5% | +0.8% |
| All | +1,047.5% | -22.3% | +1,069.8% | +1,076.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling