+337.6%
WELL vs ARWR
+1,075.6%
-737.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.6% |
| 7D | -1.3% | +2.9% | -4.2% | -1.5% |
| 30D | +0.5% | -2.9% | +3.4% | +0.7% |
| 3M | +19.1% | +15.2% | +3.8% | +17.3% |
| 6M | +17.0% | +42.3% | -25.3% | +13.0% |
| YTD | +29.2% | +28.2% | +1.0% | +25.6% |
| 1Y | +42.1% | +213.2% | -171.1% | +27.4% |
| 3Y | +204.5% | +184.6% | +19.9% | +164.4% |
| 5Y | +211.0% | +29.2% | +181.7% | +180.4% |
| 10Y | +337.6% | +1,012.5% | -674.9% | +253.0% |
| All | +337.6% | +1,075.6% | -737.9% | +253.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling