+1,871.2%
ARWR vs BUD
+201.1%
+1,670.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.8% |
| 3M | +14.9% | +3.1% | +11.8% | +12.8% |
| 6M | +32.6% | +7.9% | +24.8% | +26.8% |
| YTD | +30.0% | +27.3% | +2.7% | +15.2% |
| 1Y | +208.4% | +37.8% | +170.5% | +162.3% |
| 3Y | +208.8% | +49.8% | +159.0% | +147.7% |
| 5Y | +27.8% | +43.8% | -16.0% | +3.8% |
| 10Y | +1,107.6% | -22.6% | +1,130.2% | +1,074.0% |
| All | +1,871.2% | +201.1% | +1,670.1% | +1,834.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling