+1,054.1%
ARWR vs URA
+369.2%
+684.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.3% |
| 7D | -3.2% | +5.7% | -8.9% | -5.7% |
| 30D | -6.5% | +5.6% | -12.0% | -8.9% |
| 3M | +12.7% | +6.2% | +6.5% | +8.9% |
| 6M | +36.2% | -8.2% | +44.4% | +39.2% |
| YTD | +24.5% | +9.7% | +14.8% | +14.4% |
| 1Y | +198.0% | +17.0% | +181.0% | +160.4% |
| 3Y | +176.4% | +118.5% | +57.9% | +64.7% |
| 5Y | +26.6% | +134.3% | -107.8% | -30.3% |
| 10Y | +1,054.1% | +377.5% | +676.6% | +229.4% |
| All | +1,054.1% | +369.2% | +684.8% | +229.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling