+783.0%
HAL vs ARWR
-97.0%
+880.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +2.9% | +1.7% | +1.3% | +2.9% |
| 30D | +17.0% | -0.7% | +17.7% | +17.0% |
| 3M | -9.7% | +14.9% | -24.5% | -9.8% |
| 6M | +8.6% | +32.6% | -24.0% | +8.4% |
| YTD | +33.0% | +30.0% | +2.9% | +32.7% |
| 1Y | +68.3% | +208.4% | -140.0% | +66.9% |
| 3Y | +0.1% | +208.8% | -208.7% | -1.0% |
| 5Y | +102.6% | +27.8% | +74.8% | +101.0% |
| 10Y | +3.8% | +1,107.6% | -1,103.7% | +1.5% |
| All | +783.0% | -97.0% | +880.1% | +777.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling