+194.7%
WELL vs ARWR
+105.6%
+89.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.2% |
| 7D | +4.4% | -2.9% | +7.3% | +4.5% |
| 30D | +10.8% | -5.4% | +16.2% | +10.9% |
| 3M | +4.2% | -32.2% | +36.4% | +5.1% |
| 6M | +14.0% | -26.5% | +40.5% | +14.6% |
| YTD | +33.4% | -12.4% | +45.8% | +33.2% |
| 1Y | +32.4% | +46.9% | -14.5% | +29.3% |
| 3Y | +194.7% | +116.0% | +78.8% | +176.9% |
| All | +194.7% | +105.6% | +89.2% | +176.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling