+93.9%
INTC vs ARWR
+28.5%
+65.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.5% |
| 7D | +7.1% | +1.7% | +5.4% | +6.7% |
| 30D | -5.2% | -0.7% | -4.5% | -5.2% |
| 3M | -14.3% | +14.9% | -29.2% | -17.0% |
| 6M | +110.2% | +32.6% | +77.6% | +96.8% |
| YTD | +159.6% | +30.0% | +129.6% | +143.4% |
| 1Y | +289.3% | +208.4% | +80.9% | +202.1% |
| 3Y | +166.1% | +208.8% | -42.7% | +87.7% |
| All | +93.9% | +28.5% | +65.4% | +50.6% |
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 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