+425.0%
ARWR vs FIVN
+292.8%
+132.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.1% | +4.7% | +0.6% |
| 7D | +2.9% | -8.2% | +11.1% | +5.8% |
| 30D | -2.9% | -8.1% | +5.2% | -0.7% |
| 3M | +15.2% | +34.9% | -19.7% | +0.3% |
| 6M | +42.3% | +72.6% | -30.4% | +8.8% |
| YTD | +28.2% | +55.8% | -27.6% | +0.4% |
| 1Y | +213.2% | +17.1% | +196.1% | +171.1% |
| 3Y | +184.6% | -54.3% | +239.0% | +231.8% |
| 5Y | +29.2% | -81.6% | +110.8% | +97.0% |
| 10Y | +1,012.5% | +109.2% | +903.4% | +634.8% |
| All | +425.0% | +292.8% | +132.2% | +167.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 all: compounded portfolio wealth divided by compounded FIVN 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…
all analysis · Full analysis span regression · 6 months rolling