+473.8%
WELL vs ARWR
+1,055.7%
-581.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.5% |
| 7D | +3.0% | -17.7% | +20.7% | +4.4% |
| 30D | +10.2% | -21.9% | +32.1% | +12.1% |
| 3M | +6.1% | -44.5% | +50.7% | +10.6% |
| 6M | +16.6% | -32.6% | +49.2% | +19.3% |
| YTD | +35.3% | -26.2% | +61.5% | +36.8% |
| 1Y | +31.5% | +23.0% | +8.5% | +26.8% |
| 3Y | +206.5% | +81.8% | +124.7% | +174.9% |
| 5Y | +222.0% | -36.0% | +258.0% | +206.6% |
| 10Y | +473.8% | +1,039.5% | -565.7% | +373.6% |
| All | +473.8% | +1,055.7% | -581.9% | +373.6% |
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