+132.9%
ADBE vs ARWR
+1,009.4%
-876.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.5% | +4.9% | +0.9% |
| 7D | -3.2% | -17.9% | +14.7% | -1.0% |
| 30D | +1.0% | -18.9% | +19.8% | +3.4% |
| 3M | -7.8% | -46.0% | +38.1% | -1.1% |
| 6M | -1.0% | -40.3% | +39.4% | +4.2% |
| YTD | -31.8% | -29.0% | -2.9% | -30.4% |
| 1Y | -29.2% | +13.8% | -43.1% | -32.8% |
| 3Y | -60.1% | +74.9% | -134.9% | -66.6% |
| 5Y | -63.7% | -36.2% | -27.5% | -66.3% |
| All | +132.9% | +1,009.4% | -876.5% | +50.9% |
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 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