+29.8%
ORCL vs ARWR
-29.8%
+59.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -15.9% |
| 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% | -55.9% |
| 3Y | +10.4% | +104.1% | -93.7% | -6.4% |
| 5Y | +29.8% | -28.8% | +58.6% | +11.8% |
| All | +29.8% | -29.8% | +59.6% | +11.8% |
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