-62.0%
FND vs ARWR
-28.9%
-33.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.7% |
| 7D | +7.7% | -2.9% | +10.6% | +8.5% |
| 30D | +11.9% | -5.4% | +17.3% | +13.3% |
| 3M | -14.6% | -32.2% | +17.7% | -6.3% |
| 6M | +0.5% | -26.5% | +27.0% | +6.5% |
| YTD | -15.8% | -12.4% | -3.4% | -15.3% |
| 1Y | -12.9% | +46.9% | -59.8% | -24.2% |
| 3Y | -34.2% | +116.0% | -150.1% | -54.5% |
| All | -62.0% | -28.9% | -33.1% | -66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling