+101.8%
GSK vs ARWR
+1,055.7%
-953.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | +5.2% | -17.7% | +22.9% | +6.2% |
| 30D | +10.2% | -21.9% | +32.1% | +11.5% |
| 3M | -0.9% | -44.5% | +43.6% | +2.1% |
| 6M | +3.5% | -32.6% | +36.1% | +5.2% |
| YTD | +7.2% | -26.2% | +33.4% | +8.2% |
| 1Y | +12.0% | +23.0% | -11.0% | +9.7% |
| 3Y | +67.3% | +81.8% | -14.4% | +56.5% |
| 5Y | +45.3% | -36.0% | +81.3% | +40.2% |
| 10Y | +101.8% | +1,039.5% | -937.8% | +73.6% |
| All | +101.8% | +1,055.7% | -953.9% | +73.6% |
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