+60.9%
HAS vs ARWR
+20.0%
+41.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | +3.3% | -17.7% | +21.0% | +4.4% |
| 30D | +30.5% | -21.9% | +52.5% | +32.3% |
| 3M | +29.9% | -44.5% | +74.4% | +34.5% |
| 6M | +26.5% | -32.6% | +59.1% | +28.7% |
| YTD | +51.9% | -26.2% | +78.1% | +52.0% |
| 1Y | +60.9% | +23.0% | +37.9% | +54.8% |
| All | +60.9% | +20.0% | +41.0% | +54.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling