+658.4%
HAL vs ARWR
-98.0%
+756.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.3% |
| 7D | -12.0% | -2.9% | -9.1% | -12.0% |
| 30D | +0.3% | -5.4% | +5.7% | +0.3% |
| 3M | -1.6% | -32.2% | +30.6% | -1.4% |
| 6M | -20.5% | -26.5% | +6.0% | -20.4% |
| YTD | +14.2% | -12.4% | +26.6% | +14.2% |
| 1Y | +18.9% | +46.9% | -28.0% | +18.4% |
| 3Y | -13.7% | +116.0% | -129.7% | -14.5% |
| 5Y | +42.2% | -28.0% | +70.1% | +41.5% |
| 10Y | -16.7% | +923.9% | -940.6% | -18.4% |
| All | +658.4% | -98.0% | +756.4% | +655.8% |
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