+691.7%
AVGO vs ARWR
+28.5%
+663.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -3.0% | +1.7% | -4.6% | -3.3% |
| 30D | -14.4% | -0.7% | -13.8% | -14.4% |
| 3M | -14.4% | +14.9% | -29.3% | -16.9% |
| 6M | +13.1% | +32.6% | -19.5% | +6.4% |
| YTD | +3.8% | +30.0% | -26.3% | -2.6% |
| 1Y | +17.8% | +208.4% | -190.6% | -7.0% |
| 3Y | +325.3% | +208.8% | +116.5% | +205.4% |
| All | +691.7% | +28.5% | +663.2% | +541.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling