+101.1%
BDX vs ARWR
+1,061.4%
-960.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.9% |
| 7D | +2.5% | -19.9% | +22.5% | +3.9% |
| 30D | +13.6% | -18.7% | +32.3% | +15.0% |
| 3M | +18.9% | -44.7% | +63.6% | +23.3% |
| 6M | +51.8% | -36.5% | +88.3% | +55.5% |
| YTD | +43.3% | -25.7% | +69.0% | +44.8% |
| 1Y | +48.0% | +18.9% | +29.0% | +44.1% |
| 3Y | +23.7% | +83.1% | -59.4% | +13.0% |
| 5Y | +24.9% | -34.9% | +59.7% | +19.4% |
| All | +101.1% | +1,061.4% | -960.3% | +54.7% |
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