-29.5%
ARWR vs URA
+33.4%
-62.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.4% | -3.2% | -0.7% |
| 7D | -2.9% | -4.1% | +1.2% | -1.1% |
| 30D | -5.4% | -19.0% | +13.6% | +3.5% |
| 3M | -32.2% | -25.1% | -7.1% | -23.5% |
| 6M | -26.5% | -44.5% | +18.0% | -6.5% |
| YTD | -12.4% | -24.3% | +11.9% | -5.7% |
| 1Y | +46.9% | -28.1% | +75.0% | +61.4% |
| 3Y | +116.0% | +40.7% | +75.3% | +51.8% |
| All | -29.5% | +33.4% | -62.9% | -48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling