+91.4%
ORCL vs ARWR
+28.5%
+63.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.1% |
| 7D | +5.3% | +1.7% | +3.6% | +5.1% |
| 30D | +10.0% | -0.7% | +10.6% | +10.0% |
| 3M | -32.6% | +14.9% | -47.5% | -33.9% |
| 6M | +4.9% | +32.6% | -27.7% | +0.9% |
| YTD | -17.8% | +30.0% | -47.8% | -20.9% |
| 1Y | -28.0% | +208.4% | -236.3% | -37.8% |
| 3Y | +36.0% | +208.8% | -172.8% | +10.1% |
| All | +91.4% | +28.5% | +63.0% | +59.4% |
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