+56.9%
SONY vs ARWR
+81.3%
-24.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | +5.2% | -17.7% | +22.9% | +7.1% |
| 30D | +10.7% | -21.9% | +32.7% | +13.4% |
| 3M | +12.1% | -44.5% | +56.7% | +19.1% |
| 6M | +32.6% | -32.6% | +65.1% | +36.8% |
| YTD | +4.3% | -26.2% | +30.5% | +5.9% |
| 1Y | -4.5% | +23.0% | -27.5% | -10.0% |
| 3Y | +56.9% | +81.8% | -24.9% | +31.3% |
| All | +56.9% | +81.3% | -24.4% | +31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling