+89.9%
AMZN vs ARWR
+79.9%
+9.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -15.3% | +18.3% | +4.4% |
| 7D | +8.7% | -17.3% | +26.0% | +10.5% |
| 30D | +1.7% | -21.5% | +23.2% | +3.9% |
| 3M | -2.8% | -43.8% | +41.1% | +2.4% |
| 6M | -2.1% | -32.3% | +30.2% | +0.8% |
| YTD | +15.6% | -25.8% | +41.5% | +17.4% |
| 1Y | +9.2% | +25.5% | -16.3% | +4.7% |
| 3Y | +89.9% | +84.1% | +5.7% | +61.9% |
| All | +89.9% | +79.9% | +9.9% | +61.9% |
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 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