+64.6%
BMY vs ARWR
+978.7%
-914.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | -0.2% |
| 7D | -4.8% | -3.2% | -1.6% | -4.6% |
| 30D | -0.7% | -6.5% | +5.8% | -0.3% |
| 3M | +15.3% | +12.7% | +2.6% | +14.2% |
| 6M | +8.5% | +36.2% | -27.7% | +6.0% |
| YTD | +23.4% | +24.5% | -1.0% | +21.0% |
| 1Y | +42.9% | +198.0% | -155.1% | +32.1% |
| 3Y | +22.0% | +176.4% | -154.4% | +10.2% |
| 5Y | +24.3% | +26.6% | -2.2% | +14.9% |
| 10Y | +64.6% | +1,054.1% | -989.5% | +23.7% |
| All | +64.6% | +978.7% | -914.1% | +23.7% |
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 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