+67.6%
UBER vs ARWR
+148.6%
-81.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.5% |
| 7D | +1.6% | -17.8% | +19.5% | +5.9% |
| 30D | +0.6% | -18.1% | +18.7% | +4.8% |
| 3M | -8.2% | -44.2% | +36.0% | +4.4% |
| 6M | -6.7% | -38.6% | +31.9% | +2.4% |
| YTD | -14.7% | -28.0% | +13.3% | -10.7% |
| 1Y | -24.1% | +16.1% | -40.2% | -30.4% |
| 3Y | +33.4% | +84.0% | -50.6% | -4.6% |
| 5Y | +54.5% | -35.4% | +89.8% | +40.4% |
| All | +67.6% | +148.6% | -81.0% | -35.8% |
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 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