+216.5%
AZN vs ARWR
+1,081.9%
-865.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -1.6% | -4.0% | +2.5% | -1.3% |
| 30D | +1.1% | -5.0% | +6.1% | +1.4% |
| 3M | -12.1% | +11.3% | -23.5% | -12.9% |
| 6M | -17.1% | +42.6% | -59.7% | -19.5% |
| YTD | -12.0% | +24.8% | -36.8% | -13.8% |
| 1Y | -0.2% | +178.8% | -179.0% | -8.0% |
| 3Y | +26.8% | +183.3% | -156.6% | +13.2% |
| 5Y | +56.9% | +29.5% | +27.4% | +43.4% |
| All | +216.5% | +1,081.9% | -865.4% | +153.3% |
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