+100.5%
HAS vs ARWR
+906.2%
-805.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.6% |
| 7D | -0.2% | -2.9% | +2.8% | +0.1% |
| 30D | +31.0% | -5.4% | +36.4% | +31.7% |
| 3M | +30.7% | -32.2% | +62.9% | +35.3% |
| 6M | +23.9% | -26.5% | +50.4% | +26.6% |
| YTD | +48.3% | -12.4% | +60.7% | +48.4% |
| 1Y | +60.2% | +46.9% | +13.4% | +51.7% |
| 3Y | +189.2% | +116.0% | +73.2% | +152.6% |
| 5Y | +50.4% | -28.0% | +78.4% | +39.9% |
| All | +100.5% | +906.2% | -805.8% | +57.6% |
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