+71.2%
UBER vs ARWR
+156.2%
-85.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -15.3% | +19.1% | +7.4% |
| 7D | +6.7% | -17.3% | +24.0% | +11.0% |
| 30D | -0.5% | -21.5% | +21.1% | +4.7% |
| 3M | -5.1% | -43.8% | +38.7% | +7.7% |
| 6M | -5.7% | -32.3% | +26.6% | +1.0% |
| YTD | -12.9% | -25.8% | +12.9% | -9.4% |
| 1Y | -22.6% | +25.5% | -48.1% | -30.4% |
| 3Y | +42.2% | +84.1% | -41.9% | +1.8% |
| 5Y | +56.4% | -39.2% | +95.6% | +44.8% |
| All | +71.2% | +156.2% | -85.0% | -34.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling