+48.5%
FND vs ARWR
+5,231.0%
-5,182.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.1% |
| 7D | -0.8% | -3.2% | +2.4% | -0.1% |
| 30D | -19.6% | -6.5% | -13.1% | -18.5% |
| 3M | -4.3% | +12.7% | -17.0% | -7.4% |
| 6M | -20.4% | +36.2% | -56.6% | -26.4% |
| YTD | -21.9% | +24.5% | -46.3% | -26.6% |
| 1Y | -45.2% | +198.0% | -243.2% | -57.9% |
| 3Y | -49.2% | +176.4% | -225.6% | -63.7% |
| 5Y | -61.8% | +26.6% | -88.4% | -69.4% |
| All | +48.5% | +5,231.0% | -5,182.5% | -31.5% |
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 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