+28.6%
ARWR vs HRB
+114.1%
-85.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -4.0% | -8.0% | +4.0% | -3.1% |
| 30D | -5.0% | -16.0% | +10.9% | -3.2% |
| 3M | +11.3% | +26.9% | -15.5% | +7.0% |
| 6M | +42.6% | +51.1% | -8.5% | +31.6% |
| YTD | +24.8% | +7.1% | +17.7% | +23.8% |
| 1Y | +178.8% | -9.6% | +188.4% | +187.3% |
| 3Y | +183.3% | +25.4% | +157.9% | +154.5% |
| All | +28.6% | +114.1% | -85.4% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling