-20.8%
HAL vs ARWR
+1,055.7%
-1,076.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -6.5% | -17.7% | +11.2% | -4.8% |
| 30D | -2.1% | -21.9% | +19.8% | +0.2% |
| 3M | -4.9% | -44.5% | +39.7% | +0.6% |
| 6M | -19.3% | -32.6% | +13.3% | -16.9% |
| YTD | +14.3% | -26.2% | +40.5% | +15.7% |
| 1Y | +17.3% | +23.0% | -5.7% | +11.4% |
| 3Y | -10.9% | +81.8% | -92.7% | -23.3% |
| 5Y | +47.4% | -36.0% | +83.4% | +37.0% |
| 10Y | -20.8% | +1,039.5% | -1,060.3% | -34.6% |
| All | -20.8% | +1,055.7% | -1,076.5% | -34.6% |
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