+190.7%
HAS vs ARWR
+103.1%
+87.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.8% | +5.1% | -1.0% |
| 7D | 0.0% | -5.0% | +5.0% | +0.5% |
| 30D | +31.3% | -6.6% | +37.9% | +32.2% |
| 3M | +32.1% | -33.9% | +66.0% | +37.4% |
| 6M | +28.1% | -23.3% | +51.5% | +30.5% |
| YTD | +49.1% | -13.5% | +62.5% | +49.1% |
| 1Y | +60.5% | +42.5% | +18.0% | +50.8% |
| All | +190.7% | +103.1% | +87.6% | +141.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling