+35.6%
BMY vs ARWR
+105.6%
-70.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -1.7% |
| 7D | -0.5% | -2.9% | +2.4% | -0.3% |
| 30D | +4.1% | -5.4% | +9.5% | +4.5% |
| 3M | -2.1% | -32.2% | +30.1% | +0.9% |
| 6M | +12.2% | -26.5% | +38.7% | +14.4% |
| YTD | +20.3% | -12.4% | +32.7% | +20.4% |
| 1Y | +39.2% | +46.9% | -7.7% | +32.7% |
| 3Y | +35.6% | +116.0% | -80.4% | +21.0% |
| All | +35.6% | +105.6% | -70.0% | +21.0% |
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