-39.2%
ARWR vs BUD
+51.0%
-90.2%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | +1.3% | -16.7% | -15.9% |
| 7D | -17.3% | +1.3% | -18.7% | -18.0% |
| 30D | -21.5% | +10.0% | -31.6% | -25.4% |
| 3M | -43.8% | +1.6% | -45.4% | -44.6% |
| 6M | -32.3% | +6.5% | -38.8% | -35.2% |
| YTD | -25.8% | +34.8% | -60.7% | -38.1% |
| 1Y | +25.5% | +36.5% | -10.9% | +3.9% |
| 3Y | +84.1% | +49.0% | +35.2% | +38.0% |
| 5Y | -39.2% | +51.7% | -90.9% | -56.3% |
| All | -39.2% | +51.0% | -90.2% | -56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling