+236.2%
BBY vs ARWR
+1,080.6%
-844.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +0.7% | -4.3% | +5.0% | +1.2% |
| 30D | +5.8% | -7.3% | +13.0% | +6.7% |
| 3M | +18.0% | +17.0% | +1.0% | +15.3% |
| 6M | +39.8% | +39.8% | +0.1% | +33.0% |
| YTD | +35.4% | +24.7% | +10.7% | +30.3% |
| 1Y | +21.4% | +186.5% | -165.1% | +4.2% |
| 3Y | +39.5% | +176.8% | -137.3% | +13.6% |
| 5Y | -0.5% | +29.3% | -29.8% | -14.5% |
| All | +236.2% | +1,080.6% | -844.4% | +131.3% |
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 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