+18.9%
ARWR vs BUD
+32.7%
-13.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +0.8% |
| 7D | -19.9% | +0.5% | -20.4% | -20.0% |
| 30D | -18.7% | +7.4% | -26.1% | -19.2% |
| 3M | -44.7% | +4.3% | -49.0% | -44.8% |
| 6M | -36.5% | +5.3% | -41.8% | -36.8% |
| YTD | -25.7% | +33.2% | -58.9% | -29.5% |
| 1Y | +18.9% | +31.8% | -12.8% | +13.4% |
| All | +18.9% | +32.7% | -13.8% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling