+468.3%
WELL vs ARWR
+1,021.8%
-553.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.2% |
| 7D | +0.1% | -19.9% | +20.0% | +1.7% |
| 30D | +7.8% | -18.7% | +26.5% | +9.3% |
| 3M | +10.2% | -44.7% | +54.9% | +14.9% |
| 6M | +16.4% | -36.5% | +52.9% | +19.6% |
| YTD | +35.2% | -25.7% | +60.8% | +36.6% |
| 1Y | +30.5% | +18.9% | +11.5% | +26.2% |
| 3Y | +206.1% | +83.1% | +123.0% | +174.4% |
| 5Y | +228.3% | -34.9% | +263.1% | +212.2% |
| 10Y | +468.3% | +1,080.9% | -612.5% | +367.7% |
| All | +468.3% | +1,021.8% | -553.5% | +367.7% |
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