+101.9%
HAS vs ARWR
+921.6%
-819.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -15.3% | +17.0% | +3.2% |
| 7D | +2.2% | -17.3% | +19.5% | +3.9% |
| 30D | +29.6% | -21.5% | +51.1% | +32.4% |
| 3M | +30.3% | -43.8% | +74.1% | +37.2% |
| 6M | +25.6% | -32.3% | +57.9% | +29.2% |
| YTD | +50.8% | -25.8% | +76.7% | +53.1% |
| 1Y | +63.0% | +25.5% | +37.5% | +56.3% |
| 3Y | +211.6% | +84.1% | +127.4% | +175.1% |
| 5Y | +50.4% | -39.2% | +89.6% | +41.8% |
| 10Y | +101.9% | +1,072.4% | -970.5% | +58.7% |
| All | +101.9% | +921.6% | -819.7% | +58.7% |
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