+26.9%
BMY vs ARWR
+211.2%
-184.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | +0.4% | +1.7% | -1.3% | +0.2% |
| 30D | +5.0% | -0.7% | +5.7% | +5.0% |
| 3M | +19.4% | +14.9% | +4.5% | +17.7% |
| 6M | +9.5% | +32.6% | -23.1% | +6.3% |
| YTD | +28.1% | +30.0% | -2.0% | +24.2% |
| 1Y | +50.0% | +208.4% | -158.4% | +34.6% |
| All | +26.9% | +211.2% | -184.3% | +7.8% |
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