+8,131.5%
WELL vs ARWR
-97.0%
+8,228.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -0.8% | +1.7% | -2.5% | -0.8% |
| 30D | -0.1% | -0.7% | +0.6% | -0.1% |
| 3M | +18.0% | +14.9% | +3.2% | +17.9% |
| 6M | +15.0% | +32.6% | -17.6% | +14.8% |
| YTD | +28.6% | +30.0% | -1.4% | +28.4% |
| 1Y | +42.9% | +208.4% | -165.4% | +42.0% |
| 3Y | +203.0% | +208.8% | -5.8% | +200.3% |
| 5Y | +206.9% | +27.8% | +179.1% | +205.0% |
| 10Y | +339.5% | +1,107.6% | -768.1% | +331.1% |
| All | +8,131.5% | -97.0% | +8,228.6% | +6,958.6% |
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