+56.8%
HAS vs ARWR
+1,117.8%
-1,061.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -1.8% | +1.7% | -3.5% | -2.0% |
| 30D | +2.3% | -0.7% | +2.9% | +2.3% |
| 3M | +10.4% | +14.9% | -4.5% | +8.5% |
| 6M | -3.2% | +32.6% | -35.9% | -6.5% |
| YTD | +15.4% | +30.0% | -14.6% | +11.5% |
| 1Y | +18.8% | +208.4% | -189.6% | +4.8% |
| 3Y | +43.9% | +208.8% | -164.9% | +21.6% |
| 5Y | +13.9% | +27.8% | -13.9% | +0.7% |
| All | +56.8% | +1,117.8% | -1,061.0% | +19.3% |
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