+185.7%
ARWR vs BUD
+50.2%
+135.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | +1.7% | +0.3% | +1.4% | +1.6% |
| 30D | -0.7% | -5.7% | +5.0% | +1.0% |
| 3M | +14.9% | +3.1% | +11.8% | +13.4% |
| 6M | +32.6% | +7.9% | +24.8% | +28.2% |
| YTD | +30.0% | +27.3% | +2.7% | +18.5% |
| 1Y | +208.4% | +37.8% | +170.5% | +172.1% |
| All | +185.7% | +50.2% | +135.5% | +122.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling