+159.7%
GILD vs ARWR
+1,081.9%
-922.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -4.8% | -4.0% | -0.8% | -4.6% |
| 30D | +5.8% | -5.0% | +10.8% | +6.1% |
| 3M | +14.9% | +11.3% | +3.6% | +13.9% |
| 6M | -0.4% | +42.6% | -43.0% | -2.9% |
| YTD | +18.5% | +24.8% | -6.3% | +16.3% |
| 1Y | +25.1% | +178.8% | -153.7% | +16.1% |
| 3Y | +105.9% | +183.3% | -77.4% | +85.3% |
| 5Y | +143.0% | +29.5% | +113.5% | +123.7% |
| All | +159.7% | +1,081.9% | -922.2% | +109.3% |
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