+13.4%
YUM vs ARWR
+59.7%
-46.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.6% | +2.4% | +5.8% |
| 7D | +10.8% | +2.4% | +8.4% | +10.7% |
| 30D | +21.4% | -1.1% | +22.5% | +21.4% |
| 3M | +13.2% | -31.2% | +44.4% | +13.9% |
| 6M | +8.8% | -19.3% | +28.1% | +9.0% |
| YTD | +11.5% | -7.1% | +18.7% | +11.3% |
| 1Y | +13.4% | +62.9% | -49.5% | +12.0% |
| All | +13.4% | +59.7% | -46.3% | +12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling