+354.1%
BB vs ARWR
+27.8%
+326.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.2% | +3.2% | +4.4% |
| 7D | +3.8% | -2.9% | +6.7% | +3.9% |
| 30D | -0.3% | -5.4% | +5.1% | -0.2% |
| 3M | -0.5% | -32.2% | +31.8% | +0.1% |
| 6M | +45.9% | -26.5% | +72.4% | +46.5% |
| YTD | +130.6% | -12.4% | +143.0% | +130.8% |
| 1Y | +89.2% | +46.9% | +42.3% | +87.6% |
| 3Y | +137.5% | +116.0% | +21.5% | +133.0% |
| 5Y | -20.9% | -28.0% | +7.1% | -21.5% |
| 10Y | +25.4% | +923.9% | -898.5% | +19.8% |
| All | +354.1% | +27.8% | +326.3% | +245.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling