+2,475.6%
AVGO vs ARWR
+1,055.7%
+1,420.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.0% |
| 7D | 0.0% | -17.7% | +17.6% | +2.5% |
| 30D | -8.2% | -21.9% | +13.7% | -5.1% |
| 3M | -21.3% | -44.5% | +23.3% | -14.7% |
| 6M | -22.5% | -32.6% | +10.1% | -18.8% |
| YTD | -3.6% | -26.2% | +22.6% | -0.9% |
| 1Y | -6.7% | +23.0% | -29.6% | -11.8% |
| 3Y | +258.1% | +81.8% | +176.4% | +200.2% |
| 5Y | +560.9% | -36.0% | +596.9% | +512.8% |
| 10Y | +2,475.6% | +1,039.5% | +1,436.1% | +1,602.4% |
| All | +2,475.6% | +1,055.7% | +1,420.0% | +1,602.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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