+8,561.8%
WELL vs ARWR
-98.3%
+8,660.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.5% |
| 7D | +3.0% | -17.7% | +20.7% | +3.1% |
| 30D | +10.2% | -21.9% | +32.1% | +10.3% |
| 3M | +6.1% | -44.5% | +50.7% | +6.4% |
| 6M | +16.6% | -32.6% | +49.2% | +16.8% |
| YTD | +35.3% | -26.2% | +61.5% | +35.4% |
| 1Y | +31.5% | +23.0% | +8.5% | +31.2% |
| 3Y | +206.5% | +81.8% | +124.7% | +204.5% |
| 5Y | +222.0% | -36.0% | +258.0% | +221.0% |
| 10Y | +473.8% | +1,039.5% | -565.7% | +463.6% |
| All | +8,561.8% | -98.3% | +8,660.1% | +7,347.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling