+426.9%
ARWR vs URA
-50.4%
+477.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +2.5% | -18.3% | -16.8% |
| 7D | -17.7% | +0.3% | -18.0% | -17.9% |
| 30D | -21.9% | -14.8% | -7.1% | -16.9% |
| 3M | -44.5% | -25.3% | -19.2% | -37.8% |
| 6M | -32.6% | -39.9% | +7.3% | -18.2% |
| YTD | -26.2% | -22.4% | -3.8% | -21.3% |
| 1Y | +23.0% | -29.0% | +51.9% | +35.8% |
| 3Y | +81.8% | +41.0% | +40.8% | +39.9% |
| 5Y | -36.0% | +38.3% | -74.4% | -51.6% |
| 10Y | +1,039.5% | +276.1% | +763.5% | +434.4% |
| All | +426.9% | -50.4% | +477.3% | +284.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling