+2.8%
AVGO vs ARWR
+17.3%
-14.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.3% | -6.1% | -4.9% |
| 7D | +18.2% | -17.8% | +36.0% | +20.6% |
| 30D | +0.2% | -18.1% | +18.4% | +2.5% |
| 3M | -16.8% | -44.2% | +27.4% | -10.4% |
| 6M | -16.5% | -38.6% | +22.2% | -11.6% |
| YTD | +0.8% | -28.0% | +28.8% | +3.4% |
| 1Y | +2.8% | +16.1% | -13.3% | -1.3% |
| All | +2.8% | +17.3% | -14.5% | -1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling