+368.5%
SONY vs ARWR
+1,009.4%
-640.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.5% | +5.1% | +1.1% |
| 7D | -3.2% | -17.9% | +14.7% | -1.2% |
| 30D | +9.6% | -18.9% | +28.5% | +11.8% |
| 3M | +13.3% | -46.0% | +59.2% | +20.6% |
| 6M | +20.3% | -40.3% | +60.7% | +26.0% |
| YTD | +4.1% | -29.0% | +33.1% | +6.4% |
| 1Y | -11.9% | +13.8% | -25.7% | -15.3% |
| 3Y | +56.6% | +74.9% | -18.3% | +36.4% |
| 5Y | +10.9% | -36.2% | +47.2% | +3.7% |
| All | +368.5% | +1,009.4% | -640.9% | +230.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling