+58.2%
BMY vs ARWR
+1,055.7%
-997.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.1% |
| 7D | +1.8% | -17.7% | +19.5% | +3.0% |
| 30D | +6.2% | -21.9% | +28.1% | +7.9% |
| 3M | -2.1% | -44.5% | +42.4% | +1.6% |
| 6M | +14.3% | -32.6% | +46.8% | +16.8% |
| YTD | +21.6% | -26.2% | +47.8% | +23.1% |
| 1Y | +38.8% | +23.0% | +15.8% | +35.2% |
| 3Y | +42.9% | +81.8% | -38.8% | +31.7% |
| 5Y | +30.1% | -36.0% | +66.1% | +25.1% |
| 10Y | +58.2% | +1,039.5% | -981.4% | +22.9% |
| All | +58.2% | +1,055.7% | -997.5% | +22.9% |
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 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