+1,046.3%
ARWR vs HRB
+207.5%
+838.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.3% |
| 7D | -4.3% | -12.2% | +7.9% | -1.5% |
| 30D | -7.3% | -3.0% | -4.3% | -7.2% |
| 3M | +17.0% | +21.7% | -4.7% | +10.2% |
| 6M | +39.8% | +52.3% | -12.5% | +22.3% |
| YTD | +24.7% | +6.5% | +18.2% | +19.8% |
| 1Y | +186.5% | -6.7% | +193.1% | +184.6% |
| 3Y | +176.8% | +25.1% | +151.7% | +144.4% |
| 5Y | +29.3% | +113.8% | -84.4% | -4.2% |
| All | +1,046.3% | +207.5% | +838.8% | +547.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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