+874.5%
HALO vs ARWR
+1,080.6%
-206.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | -3.4% | -4.3% | +0.9% | -2.8% |
| 30D | +4.3% | -7.3% | +11.5% | +5.4% |
| 3M | +51.8% | +17.0% | +34.8% | +47.7% |
| 6M | +57.8% | +39.8% | +18.0% | +49.3% |
| YTD | +59.0% | +24.7% | +34.3% | +52.4% |
| 1Y | +41.2% | +186.5% | -145.3% | +18.0% |
| 3Y | +177.8% | +176.8% | +1.1% | +119.5% |
| 5Y | +159.5% | +29.3% | +130.1% | +119.7% |
| All | +874.5% | +1,080.6% | -206.1% | +539.3% |
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