+525.4%
ARWR vs URA
-51.6%
+577.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.4% | -3.2% | -0.6% |
| 7D | -2.9% | -4.1% | +1.2% | -1.2% |
| 30D | -5.4% | -19.0% | +13.6% | +3.0% |
| 3M | -32.2% | -25.1% | -7.1% | -24.0% |
| 6M | -26.5% | -44.5% | +18.0% | -7.6% |
| YTD | -12.4% | -24.3% | +11.9% | -5.4% |
| 1Y | +46.9% | -28.1% | +75.0% | +61.7% |
| 3Y | +116.0% | +40.7% | +75.3% | +66.5% |
| 5Y | -28.0% | +35.5% | -63.4% | -44.9% |
| 10Y | +923.9% | +281.2% | +642.8% | +380.4% |
| All | +525.4% | -51.6% | +577.0% | +361.5% |
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