+8,262.8%
ORCL vs ARWR
-98.0%
+8,360.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -6.8% | -0.1% | -6.9% |
| 7D | -17.5% | -5.0% | -12.5% | -17.5% |
| 30D | -20.2% | -6.6% | -13.5% | -20.2% |
| 3M | -19.9% | -33.9% | +13.9% | -19.9% |
| 6M | -37.4% | -23.3% | -14.1% | -37.4% |
| YTD | -40.1% | -13.5% | -26.7% | -40.1% |
| 1Y | -53.4% | +42.5% | -95.9% | -53.4% |
| 3Y | +10.4% | +104.1% | -93.7% | +10.3% |
| 5Y | +29.8% | -28.8% | +58.6% | +29.6% |
| 10Y | +249.2% | +911.6% | -662.4% | +249.7% |
| All | +8,262.8% | -98.0% | +8,360.9% | +11,634.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling