-27.5%
ARWR vs HRB
+140.6%
-168.1%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.8% | +1.5% |
| 7D | -17.8% | -5.1% | -12.8% | -17.3% |
| 30D | -18.1% | +8.7% | -26.8% | -18.8% |
| 3M | -44.2% | -5.4% | -38.8% | -43.9% |
| 6M | -38.6% | +41.6% | -80.2% | -41.7% |
| YTD | -28.0% | +18.7% | -46.7% | -29.3% |
| 1Y | +16.1% | +16.4% | -0.3% | +14.4% |
| 3Y | +84.0% | +22.0% | +62.0% | +70.6% |
| All | -27.5% | +140.6% | -168.1% | -35.9% |
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