+9.3%
ORCL vs ARWR
+103.1%
-93.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -6.8% | -0.1% | -6.1% |
| 7D | -17.5% | -5.0% | -12.5% | -16.9% |
| 30D | -20.2% | -6.6% | -13.5% | -19.4% |
| 3M | -19.9% | -33.9% | +13.9% | -16.0% |
| 6M | -37.4% | -23.3% | -14.1% | -35.7% |
| YTD | -40.1% | -13.5% | -26.7% | -39.6% |
| 1Y | -53.4% | +42.5% | -95.9% | -55.8% |
| All | +9.3% | +103.1% | -93.8% | -7.7% |
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