+186.5%
ARWR vs BUD
+33.5%
+152.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -4.3% | -3.2% | -1.1% | -4.2% |
| 30D | -7.3% | -3.7% | -3.6% | -7.1% |
| 3M | +17.0% | -4.4% | +21.5% | +17.1% |
| 6M | +39.8% | +7.7% | +32.1% | +37.4% |
| YTD | +24.7% | +23.1% | +1.6% | +29.9% |
| 1Y | +186.5% | +33.6% | +152.8% | +234.2% |
| All | +186.5% | +33.5% | +152.9% | +234.2% |
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