+100.6%
HAS vs ARWR
+1,013.6%
-913.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | +3.3% | -17.7% | +21.0% | +5.0% |
| 30D | +30.5% | -21.9% | +52.5% | +33.4% |
| 3M | +29.9% | -44.5% | +74.4% | +37.0% |
| 6M | +26.5% | -32.6% | +59.1% | +30.2% |
| YTD | +51.9% | -26.2% | +78.1% | +54.3% |
| 1Y | +60.9% | +23.0% | +37.9% | +54.6% |
| 3Y | +215.0% | +81.8% | +133.2% | +178.4% |
| 5Y | +51.5% | -36.0% | +87.5% | +42.3% |
| All | +100.6% | +1,013.6% | -913.0% | +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