+85.9%
AMZN vs ARWR
+181.4%
-95.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.5% |
| 7D | +0.8% | +2.9% | -2.1% | +0.5% |
| 30D | -6.4% | -2.9% | -3.5% | -6.2% |
| 3M | +4.8% | +15.2% | -10.4% | +2.9% |
| 6M | +20.5% | +42.3% | -21.8% | +15.6% |
| YTD | +11.3% | +28.2% | -16.9% | +7.6% |
| 1Y | +9.0% | +213.2% | -204.3% | -4.6% |
| 3Y | +85.9% | +184.6% | -98.7% | +50.7% |
| All | +85.9% | +181.4% | -95.5% | +50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling