+54.4%
HAL vs ARWR
-35.7%
+90.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | -0.2% |
| 7D | +2.6% | -17.9% | +20.6% | +4.1% |
| 30D | -0.1% | -18.9% | +18.8% | +1.4% |
| 3M | -1.1% | -46.0% | +44.8% | +3.3% |
| 6M | -20.7% | -40.3% | +19.6% | -18.2% |
| YTD | +17.5% | -29.0% | +46.5% | +18.8% |
| 1Y | +24.1% | +13.8% | +10.3% | +19.0% |
| 3Y | -8.4% | +74.9% | -83.3% | -21.3% |
| All | +54.4% | -35.7% | +90.1% | +33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling