+2,755.4%
AVGO vs ARWR
+1,075.6%
+1,679.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.4% | +4.4% | +3.2% |
| 7D | -0.3% | +2.9% | -3.2% | -0.7% |
| 30D | -13.8% | -2.9% | -10.9% | -13.6% |
| 3M | -6.9% | +15.2% | -22.2% | -9.2% |
| 6M | +11.9% | +42.3% | -30.3% | +5.5% |
| YTD | +6.9% | +28.2% | -21.3% | +1.8% |
| 1Y | +7.4% | +213.2% | -205.8% | -11.2% |
| 3Y | +345.6% | +184.6% | +160.9% | +251.2% |
| 5Y | +718.9% | +29.2% | +689.6% | +589.8% |
| 10Y | +2,755.4% | +1,012.5% | +1,742.8% | +1,784.2% |
| All | +2,755.4% | +1,075.6% | +1,679.8% | +1,784.2% |
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