-6.7%
AVGO vs ARWR
+20.0%
-26.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.0% |
| 7D | 0.0% | -17.7% | +17.6% | +2.2% |
| 30D | -8.2% | -21.9% | +13.7% | -5.4% |
| 3M | -21.3% | -44.5% | +23.3% | -15.1% |
| 6M | -22.5% | -32.6% | +10.1% | -19.1% |
| YTD | -3.6% | -26.2% | +22.6% | -1.3% |
| 1Y | -6.7% | +23.0% | -29.6% | -9.3% |
| All | -6.7% | +20.0% | -26.6% | -9.3% |
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