+274.7%
BBY vs ARWR
+1,024.2%
-749.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.5% |
| 7D | +4.5% | -17.8% | +22.3% | +6.7% |
| 30D | +16.8% | -18.1% | +34.9% | +19.4% |
| 3M | +23.2% | -44.2% | +67.4% | +31.9% |
| 6M | +91.9% | -38.6% | +130.6% | +102.0% |
| YTD | +61.6% | -28.0% | +89.7% | +65.6% |
| 1Y | +43.9% | +16.1% | +27.7% | +37.5% |
| 3Y | +88.6% | +84.0% | +4.7% | +60.3% |
| 5Y | -3.1% | -35.4% | +32.3% | -10.0% |
| All | +274.7% | +1,024.2% | -749.5% | +175.4% |
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