+280.4%
SONY vs ARWR
+1,080.6%
-800.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | -5.8% | -4.3% | -1.5% | -5.3% |
| 30D | -0.4% | -7.3% | +6.9% | +0.4% |
| 3M | +13.3% | +17.0% | -3.7% | +10.8% |
| 6M | +8.5% | +39.8% | -31.3% | +3.6% |
| YTD | -8.1% | +24.7% | -32.8% | -11.3% |
| 1Y | -17.9% | +186.5% | -204.4% | -28.5% |
| 3Y | +41.4% | +176.8% | -135.3% | +17.7% |
| 5Y | +9.3% | +29.3% | -20.1% | -4.8% |
| All | +280.4% | +1,080.6% | -800.2% | +163.4% |
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 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