+160.1%
HALO vs ARWR
+25.7%
+134.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.1% | -0.3% |
| 7D | -2.1% | -3.2% | +1.1% | -1.5% |
| 30D | +4.6% | -6.5% | +11.1% | +5.9% |
| 3M | +50.2% | +12.7% | +37.6% | +46.3% |
| 6M | +57.6% | +36.2% | +21.4% | +48.0% |
| YTD | +59.6% | +24.5% | +35.1% | +51.5% |
| 1Y | +41.2% | +198.0% | -156.8% | +11.5% |
| 3Y | +178.9% | +176.4% | +2.5% | +105.7% |
| 5Y | +160.1% | +26.6% | +133.5% | +121.3% |
| All | +160.1% | +25.7% | +134.4% | +121.3% |
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 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