+1,018.7%
ARWR vs BUD
+222.5%
+796.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.0% |
| 7D | -17.7% | +6.0% | -23.7% | -19.9% |
| 30D | -21.9% | +11.3% | -33.2% | -25.8% |
| 3M | -44.5% | +3.6% | -48.1% | -45.8% |
| 6M | -32.6% | +7.7% | -40.3% | -35.6% |
| YTD | -26.2% | +36.4% | -62.6% | -37.0% |
| 1Y | +23.0% | +37.8% | -14.9% | +4.4% |
| 3Y | +81.8% | +51.2% | +30.5% | +44.5% |
| 5Y | -36.0% | +53.4% | -89.4% | -49.7% |
| 10Y | +1,039.5% | -3.2% | +1,042.7% | +904.6% |
| All | +1,018.7% | +222.5% | +796.3% | +958.8% |
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