+20.1%
ENTG vs ARWR
+29.5%
-9.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +2.1% |
| 7D | +8.9% | +2.9% | +6.1% | +8.1% |
| 30D | -7.2% | -2.9% | -4.3% | -6.6% |
| 3M | +6.4% | +15.2% | -8.8% | +1.7% |
| 6M | +25.7% | +42.3% | -16.6% | +12.9% |
| YTD | +67.9% | +28.2% | +39.7% | +54.5% |
| 1Y | +72.4% | +213.2% | -140.9% | +22.4% |
| 3Y | +48.4% | +184.6% | -136.2% | -5.2% |
| 5Y | +20.1% | +29.2% | -9.2% | -10.2% |
| All | +20.1% | +29.5% | -9.5% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling