+68.5%
UBER vs ARWR
+154.9%
-86.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | +5.2% | -17.7% | +22.9% | +9.6% |
| 30D | -2.0% | -21.9% | +19.9% | +3.2% |
| 3M | -10.2% | -44.5% | +34.3% | +2.2% |
| 6M | -7.2% | -32.6% | +25.4% | -0.4% |
| YTD | -14.3% | -26.2% | +11.9% | -10.7% |
| 1Y | -25.6% | +23.0% | -48.5% | -32.7% |
| 3Y | +35.8% | +81.8% | -45.9% | -2.4% |
| 5Y | +61.5% | -36.0% | +97.5% | +47.3% |
| All | +68.5% | +154.9% | -86.4% | -35.9% |
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 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