+156.4%
ADBE vs ARWR
+978.7%
-822.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | -0.6% |
| 7D | -8.9% | -3.2% | -5.7% | -8.5% |
| 30D | -6.6% | -6.5% | -0.2% | -6.0% |
| 3M | +7.1% | +12.7% | -5.5% | +4.8% |
| 6M | -9.8% | +36.2% | -46.0% | -14.3% |
| YTD | -27.2% | +24.5% | -51.6% | -30.3% |
| 1Y | -28.0% | +198.0% | -226.0% | -39.3% |
| 3Y | -54.5% | +176.4% | -230.9% | -63.7% |
| 5Y | -61.5% | +26.6% | -88.0% | -67.0% |
| 10Y | +156.4% | +1,054.1% | -897.6% | +61.5% |
| All | +156.4% | +978.7% | -822.3% | +61.5% |
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